PINNACLE WEALTH ADVISORS, LLC
Legal name: PINNACLE WEALTH ADVISORS
CRD #117517 SEC #801-116763 CLACKAMAS, OR 503-654-5100
SEC Registered
Total AUM
$461.4M
Discretionary
$404.8M
Employees
14
Clients
1
Accounts
2,644
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT | NA | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT | NA | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | NA | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL/CCO | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL/CCO | NA | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT / CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT | E | Control |
| PINNACLE WEALTH HOLDINGS, INC. | DE | MEMBER | E | |
| PINNACLE WEALTH HOLDINGS, INC. | DE | MEMBER | E | |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BIRCH, RAYMOND, ALFRED | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| JOSSI, STEVEN, MICHAEL | I | VICE PRESIDENT | D | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| IMS HOLDCO INC. | DE | MEMBER | B | |
| IMS HOLDCO INC. | DE | MEMBER | B | |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL/CCO | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL/CCO | B | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID NE OR TX WA
Address
9200 SE SUNNYBROOK BOULEVARDSUITE 170
CLACKAMAS, OR 97015
United States
Phone: 503-654-5100