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| Keyboard |
| Pinion Investment Advisors LLC
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|---|---|
| CRD # | 114556 |
| SEC # | 801-63322 |
| CIK # | 0001738738 |
| AUM | 837.1 M (2026-05-19) |
| Employees | 12 (67% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 316-682-8344 |
| Address | 1605 North Waterfront Parkway Wichita, KS 67206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.2 | ||
| Alphabet Inc | 4.9 | ||
| Tesla Motors Inc | 4.8 | ||
| Arrowhead Research Corp | 4.7 | ||
| Perth MINT Physical Gold ETF | 4.6 | ||
| Apple Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Amazon Com Inc | 3.8 | ||
| Union Pacific Corp | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 88.0 |
| (b) Individuals (high net worth individuals) | 146 | 427.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.5 |
| (h) Charitable organizations | 7 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 107 | 309.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 837.1 |
| By Discretionary | ||
| Discretionary | 1,585 | 774.4 |
| Non-Discretionary | 14 | 62.8 |
| Total | 1,599 | 837.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 837.1 | |
| Total | 1,599 | 837.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738738] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 56 |
| Serves | Institutional, Retail |
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|---|---|---|
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