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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Wealth Advisors
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| CRD # | 132634 |
| SEC # | 801-67352 |
| CIK # | 0001698283 |
| AUM | $936.5 M (2025-03-05) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 615-743-8271 |
| Address | 21 Platform Way S Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001698283 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| UnitedHealth Group Inc | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| HCA Holdings Inc | 0.1 | ||
| Pinnacle Financial Partners Inc | 0.1 | ||
| Union Pacific Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 10.8 |
| (b) Individuals (high net worth individuals) | 115 | 663.9 |
| (c) Banking or thrift institutions | 10 | 206.3 |
| (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 | 0.9 |
| (h) Charitable organizations | 0 | 28.0 |
| (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 | 5 | 26.6 |
| (n) Other | 0 | 0.0 |
| Total | 259 | 936.5 |
| By Discretionary | ||
| Discretionary | 259 | 936.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 936.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 936.5 | |
| Total | 259 | 936.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698283] | |
| 13F-NT | [0001698283] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Passive Capital Management LLC
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|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.9 |
|
Lathrop Investment Management Company
✚
|
AR | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
CA Family Wealth LLC
✚
|
CA | 0.9 |
|
Philip James Wealth Management LLC
✚
|
GA | 0.9 |
|
BMO Nesbitt Burns Securities Ltd
✚
|
0.9 |