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| Pinnacle Wealth Advisors LLC
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|---|---|
| CRD # | 117517 |
| SEC # | 801-116763 |
| CIK # | 0001698283 |
| AUM | 549.7 M (2026-06-12) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-654-5100 |
| Address | 9200 SE Sunnybrook Boulevard Clackamas, OR 97015 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001698283 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| UnitedHealth Group Inc | 0.1 | ||
| HCA Holdings Inc | 0.1 | ||
| Pinnacle Financial Partners Inc | 0.1 | ||
| Union Pacific Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 273.1 |
| (b) Individuals (high net worth individuals) | 74 | 200.6 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 74.0 |
| (h) Charitable organizations | 3 | 2.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,956 | 549.7 |
| By Discretionary | ||
| Discretionary | 2,926 | 513.5 |
| Non-Discretionary | 30 | 36.2 |
| Total | 2,956 | 549.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 548.8 | |
| Total | 2,956 | 549.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001698283] | |
| 13F-NT | [0001698283] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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