Data / Investment advisers / Wyoming / Pinnacle West Asset Management Inc
Pinnacle West Asset Management Inc, Casper, WY: $246 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pinnacle West Asset Management Inc is an SEC registered investment adviser with its main office in Casper, Wyoming and reports $246 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106527
- SEC file number
- 801-40271
- SEC status
- Approved, effective November 26, 1991
- Main office
- 152 N. Durbin Street Suite 400, Casper, WY 82601
- Phone
- (307) 235-3300
- Regulatory AUM
- $245,878,047 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $245,878,047
- Accounts
- 226
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 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 | 46 | $204.1 million |
| Corporations or other businesses | 9 | $18.2 million |
| Individuals (other than high net worth individuals) | 39 | $12.4 million |
| Charitable organizations | 3 | $10.9 million |
| Pension and profit sharing plans | 1 | $345,949 |
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 |
|---|---|---|
| May 1, 2026 | $245.9 million | April 1, 2026 |
| December 1, 2025 | $229.5 million | March 22, 2025 |
Other advisers in Wyoming
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cannell Capital LLC | Alta | $372.8 million | 3 | adviserinfo.sec.gov |
| Income Focus Portfolio Management | Jackson | $362.5 million | Not listed | adviserinfo.sec.gov |
| Elevate Wealth Management | Sheridan | $320.3 million | Not listed | adviserinfo.sec.gov |
| Founders Equity Partners | Jackson | $309.4 million | 6 | adviserinfo.sec.gov |
| Traction Financial Partners | Encampment | $288.4 million | Not listed | adviserinfo.sec.gov |
| Gervais Capital Management, LLC | Wilson | $155.9 million | 1 | adviserinfo.sec.gov |
| Fiduciary Capital Management LLC | Cheyenne | $149.8 million | Not listed | adviserinfo.sec.gov |
| Markle Financial LLC | Laramie | $141.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wyoming
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Pinnacle West Asset Management Inc 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.