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| Pinnacle Wealth Advisors
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| |
|---|---|
| CRD # | 132634 |
| SEC # | 801-67352 |
| CIK # | 0001698283 |
| AUM | $817.0 MM (2024-03-26) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 615-743-8271 |
| Address | 150 Third Avenue South Nashville, TN 37201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.2 | |
| AAPL | 2,382.8 | 0.2 | |
| AMZN | 1,093.0 | 0.2 | |
| GOOGL | 1,475.1 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| V | 419.3 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| HCA | 52.0 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| PNFP | 5.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 9.3 |
| (b) Individuals (high net worth individuals) | 117 | 571.2 |
| (c) Banking or thrift institutions | 10 | 173.0 |
| (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 | 0 | 0.8 |
| (h) Charitable organizations | 0 | 24.2 |
| (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 | 5 | 38.6 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 817.0 |
| By Discretionary | ||
| Discretionary | 264 | 817.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 817.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 817.0 | |
| Total | 264 | 817.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001698283] | |
| 13F-NT | [0001698283] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cypress Wealth Services LLC
✚
|
CA | 0.8 |
|
Jackson Wealth Management LLC
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|
FL | 0.8 |
|
Sanders Morris LLC
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TX | 0.8 |
|
Mengis Capital Management Inc
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|
OR | 0.8 |
|
Aspire Capital Advisors LLC
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|
WA | 0.8 |
|
Gould Asset Management LLC
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|
CA | 0.8 |
|
Glass Jacobson Investment Advisors LLC
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|
MD | 0.8 |
|
Onyx Bridge Wealth Group LLC
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|
NY | 0.8 |
|
SMI Advisory Services LLC
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|
IN | 0.8 |
|
Premier Path Wealth Partners LLC
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NJ | 0.8 |