Data / Investment advisers / Oklahoma / Pinnacle Investment Advisors
Pinnacle Investment Advisors, Tulsa, OK: $508 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pinnacle Investment Advisors is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $508 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 3 private funds.
The request: Watch Pinnacle Investment Advisors (CRD number 108086): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108086
- SEC file number
- 801-57298
- SEC status
- Approved, effective February 29, 2000
- Legal name
- Pinnacle Holdings, LLC
- Main office
- 1616 East 15th Street, Tulsa, OK 74120
- Phone
- (918) 582-6864
- Website
- pinnacleholdings.net
- Regulatory AUM
- $508,333,424 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $491,515,101
- Non discretionary AUM
- $16,818,323
- Accounts
- 496
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 3: 2 hedge funds, 1 securitized asset fund
- Gross assets of private funds
- $64,885,823
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 128 | $204.5 million |
| Individuals (other than high net worth individuals) | 330 | $137.3 million |
| Pooled investment vehicles | 3 | $57.5 million |
| Charitable organizations | 9 | $30.9 million |
| Corporations or other businesses | 12 | $25.3 million |
| Pension and profit sharing plans | 12 | $14.1 million |
| State or municipal government entities | 1 | $385,145 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $508.3 million | March 5, 2026 |
| December 1, 2025 | $455.2 million | October 8, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Everpar Advisors LLC | Tulsa | $587.8 million | Not listed | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | $568.2 million | Not listed | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | $560.1 million | Not listed | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | $541.2 million | Not listed | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | $529.4 million | Not listed | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | $379.9 million | Not listed | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | $371.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | $356.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Pinnacle Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.