PINNACLE HOLDINGS, LLC
Legal name: PINNACLE INVESTMENT ADVISORS
CRD #108086 SEC #801-57298 TULSA, OK 918-582-6864
SEC Registered Private Funds
Total AUM
$455.2M
Discretionary
$444.3M
Employees
8
Clients
11
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $455.2M | $444.3M | $10.9M | 8 | 4 |
| Mar 2025 | $455.2M | $444.3M | $10.9M | 8 | 4 |
| Nov 2024 | $411.7M | $398.8M | $12.8M | 8 | 5 |
| Mar 2024 | $411.7M | $398.8M | $12.8M | 8 | 5 |
| Mar 2024 | $411.7M | $398.8M | $12.8M | 8 | 5 |
| May 2023 | $374.8M | $364M | $10.8M | 8 | 5 |
| Feb 2023 | $374.8M | $364M | $10.8M | 8 | 5 |
| Apr 2022 | $374.8M | $365.1M | $9.7M | 8 | 2 |
| Apr 2022 | $374.8M | $365.1M | $9.7M | 8 | 2 |
| Mar 2022 | $374.8M | $365.1M | $9.7M | 8 | 2 |
| Aug 2021 | $316.2M | $303.5M | $12.7M | 9 | 3 |
| Mar 2021 | $316.2M | $303.5M | $12.7M | 9 | 3 |
| Jun 2020 | $425.7M | $416.3M | $9.4M | 11 | 2 |
| Mar 2020 | $425.7M | $416.3M | $9.4M | 11 | 2 |
| Nov 2019 | $448.2M | $441.8M | $6.4M | 11 | 1 |
| May 2019 | $448.2M | $441.8M | $6.4M | 11 | 1 |
| Mar 2019 | $448.2M | $441.8M | $6.4M | 11 | 1 |
| Jul 2018 | $547.4M | $536.9M | $10.6M | 11 | 1 |
| May 2018 | $547.4M | $536.9M | $10.6M | 11 | 1 |
| Mar 2018 | $547.4M | $536.9M | $10.6M | 11 | 1 |
| Sep 2017 | $571.3M | $560.6M | $10.7M | 13 | 350 |
| May 2017 | $571.3M | $560.6M | $10.7M | 13 | 350 |
| Feb 2017 | $571.3M | $560.6M | $10.7M | 13 | 350 |
| Feb 2017 | $595.3M | $584.6M | $10.7M | 13 | 350 |
| Feb 2016 | $542M | $530.8M | $11.2M | 13 | 350 |
| Nov 2015 | $636.4M | $608.9M | $27.5M | 13 | 400 |
| Jun 2015 | $636.4M | $608.9M | $27.5M | 13 | 400 |
| Mar 2015 | $636.4M | $608.9M | $27.5M | 13 | 400 |
| Jul 2014 | $720.5M | $694.7M | $25.8M | 13 | 500 |
| Mar 2014 | $720.5M | $694.7M | $25.8M | 14 | 500 |
| Feb 2014 | $720.5M | $694.7M | $25.8M | 14 | 500 |
| Sep 2013 | $570.6M | $528.2M | $42.4M | 12 | 400 |
| Feb 2013 | $570.6M | $528.2M | $42.4M | 12 | 400 |
| Feb 2012 | $503.6M | $475.5M | $28.1M | 6 | 400 |
| Mar 2011 | $503.5M | $453.2M | $50.2M | 10 | -- |
| Nov 2010 | $482.6M | $437M | $45.6M | 10 | -- |
| Sep 2010 | $482.6M | $437M | $45.6M | 10 | -- |
| May 2010 | $482.6M | $437M | $45.6M | 10 | -- |
| Feb 2009 | $395.4M | $362.1M | $33.4M | 10 | -- |
| Sep 2007 | $300.2M | $265.9M | $34.3M | 5 | -- |
| Feb 2007 | $300.2M | $265.9M | $34.3M | 5 | -- |
| Feb 2006 | $233.5M | $230M | $3.4M | 5 | -- |
| Oct 2005 | $226.1M | $222.9M | $3.2M | 5 | -- |
| Mar 2004 | $149.5M | $147.7M | $1.8M | 5 | -- |
DateOct 2025
Total AUM$455.2M
Discretionary$444.3M
Non-Disc.$10.9M
Employees8
Clients4
DateMar 2025
Total AUM$455.2M
Discretionary$444.3M
Non-Disc.$10.9M
Employees8
Clients4
DateNov 2024
Total AUM$411.7M
Discretionary$398.8M
Non-Disc.$12.8M
Employees8
Clients5
DateMar 2024
Total AUM$411.7M
Discretionary$398.8M
Non-Disc.$12.8M
Employees8
Clients5
DateMar 2024
Total AUM$411.7M
Discretionary$398.8M
Non-Disc.$12.8M
Employees8
Clients5
DateMay 2023
Total AUM$374.8M
Discretionary$364M
Non-Disc.$10.8M
Employees8
Clients5
DateFeb 2023
Total AUM$374.8M
Discretionary$364M
Non-Disc.$10.8M
Employees8
Clients5
DateApr 2022
Total AUM$374.8M
Discretionary$365.1M
Non-Disc.$9.7M
Employees8
Clients2
DateApr 2022
Total AUM$374.8M
Discretionary$365.1M
Non-Disc.$9.7M
Employees8
Clients2
DateMar 2022
Total AUM$374.8M
Discretionary$365.1M
Non-Disc.$9.7M
Employees8
Clients2
DateAug 2021
Total AUM$316.2M
Discretionary$303.5M
Non-Disc.$12.7M
Employees9
Clients3
DateMar 2021
Total AUM$316.2M
Discretionary$303.5M
Non-Disc.$12.7M
Employees9
Clients3
DateJun 2020
Total AUM$425.7M
Discretionary$416.3M
Non-Disc.$9.4M
Employees11
Clients2
DateMar 2020
Total AUM$425.7M
Discretionary$416.3M
Non-Disc.$9.4M
Employees11
Clients2
DateNov 2019
Total AUM$448.2M
Discretionary$441.8M
Non-Disc.$6.4M
Employees11
Clients1
DateMay 2019
Total AUM$448.2M
Discretionary$441.8M
Non-Disc.$6.4M
Employees11
Clients1
DateMar 2019
Total AUM$448.2M
Discretionary$441.8M
Non-Disc.$6.4M
Employees11
Clients1
DateJul 2018
Total AUM$547.4M
Discretionary$536.9M
Non-Disc.$10.6M
Employees11
Clients1
DateMay 2018
Total AUM$547.4M
Discretionary$536.9M
Non-Disc.$10.6M
Employees11
Clients1
DateMar 2018
Total AUM$547.4M
Discretionary$536.9M
Non-Disc.$10.6M
Employees11
Clients1
DateSep 2017
Total AUM$571.3M
Discretionary$560.6M
Non-Disc.$10.7M
Employees13
Clients350
DateMay 2017
Total AUM$571.3M
Discretionary$560.6M
Non-Disc.$10.7M
Employees13
Clients350
DateFeb 2017
Total AUM$571.3M
Discretionary$560.6M
Non-Disc.$10.7M
Employees13
Clients350
DateFeb 2017
Total AUM$595.3M
Discretionary$584.6M
Non-Disc.$10.7M
Employees13
Clients350
DateFeb 2016
Total AUM$542M
Discretionary$530.8M
Non-Disc.$11.2M
Employees13
Clients350
DateNov 2015
Total AUM$636.4M
Discretionary$608.9M
Non-Disc.$27.5M
Employees13
Clients400
DateJun 2015
Total AUM$636.4M
Discretionary$608.9M
Non-Disc.$27.5M
Employees13
Clients400
DateMar 2015
Total AUM$636.4M
Discretionary$608.9M
Non-Disc.$27.5M
Employees13
Clients400
DateJul 2014
Total AUM$720.5M
Discretionary$694.7M
Non-Disc.$25.8M
Employees13
Clients500
DateMar 2014
Total AUM$720.5M
Discretionary$694.7M
Non-Disc.$25.8M
Employees14
Clients500
DateFeb 2014
Total AUM$720.5M
Discretionary$694.7M
Non-Disc.$25.8M
Employees14
Clients500
DateSep 2013
Total AUM$570.6M
Discretionary$528.2M
Non-Disc.$42.4M
Employees12
Clients400
DateFeb 2013
Total AUM$570.6M
Discretionary$528.2M
Non-Disc.$42.4M
Employees12
Clients400
DateFeb 2012
Total AUM$503.6M
Discretionary$475.5M
Non-Disc.$28.1M
Employees6
Clients400
DateMar 2011
Total AUM$503.5M
Discretionary$453.2M
Non-Disc.$50.2M
Employees10
Clients--
DateNov 2010
Total AUM$482.6M
Discretionary$437M
Non-Disc.$45.6M
Employees10
Clients--
DateSep 2010
Total AUM$482.6M
Discretionary$437M
Non-Disc.$45.6M
Employees10
Clients--
DateMay 2010
Total AUM$482.6M
Discretionary$437M
Non-Disc.$45.6M
Employees10
Clients--
DateFeb 2009
Total AUM$395.4M
Discretionary$362.1M
Non-Disc.$33.4M
Employees10
Clients--
DateSep 2007
Total AUM$300.2M
Discretionary$265.9M
Non-Disc.$34.3M
Employees5
Clients--
DateFeb 2007
Total AUM$300.2M
Discretionary$265.9M
Non-Disc.$34.3M
Employees5
Clients--
DateFeb 2006
Total AUM$233.5M
Discretionary$230M
Non-Disc.$3.4M
Employees5
Clients--
DateOct 2005
Total AUM$226.1M
Discretionary$222.9M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2004
Total AUM$149.5M
Discretionary$147.7M
Non-Disc.$1.8M
Employees5
Clients--