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Pinnacle Wealth Advisors

Pinnacle Wealth Advisors is an investment advisor in Nashville with $488M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
201492032
SEC advisor number
801-67352
FINRA CRD number
132634
AUM ?
$488M (as of 31 Mar 21)
Accounts
216 (as of 31 Mar 21)
Employees
4 (3 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 461 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$138.05M 350.81K
$93.17M 217.67K
$73.99M 540.21K
$70.63M 260.73K
$58.42M 661.69K
$51.98M 603.28K
$47.7M 175.69K
$45.73M 13.29K
$42.97M 276.28K
Vanguard Tax-managed Intl FD
$38.03M 738.1K
$35.41M 14.5K
$33.67M 84.08K
$33.2M 141.97K
$30.83M 107.5K
$30.81M 372.48K
$29.81M 144.19K
Vanguard Mun BD FDS
$29.04M 525.11K
Vanguard Intl Equity Index F
$27.18M 500.51K
$26.45M 166.76K
$25.43M 264.19K
$24.82M 442.1K
$24.34M 308.58K
$23.99M 82.31K
$23.34M 73.2K
$23.26M 61.47K
$22.79M 102.29K
$21.97M 168.3K
$21.3M 107.23K
$20.7M 133.96K
$20.5M 84.1K
$19.32M 92.88K
$19.21M 337.11K
$18.97M 86.24K
$17.87M 51.4K
$17.73M 77.28K
$17.58M 239.94K
$17.44M 79.52K
$17.23M 164.46K
$17.11M 594.44K
$16.9M 102.58K
$16.46M 325.73K
$15.69M 149.75K
$15.44M 57.47K
$15.42M 136.85K
$15.06M 271.31K
$14.97M 179.39K
$14.78M 111.45K
$14.69M 99.11K
$14.57M 107.97K
$14.29M 94.99K
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings