PINNACLE WEALTH ADVISORS
CRD #132634 SEC #801-67352 NASHVILLE, TN 615-743-8271
SEC Registered
Total AUM
$936.5M
Discretionary
$936.5M
Employees
6
Clients
10
Accounts
259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $936.5M | $936.5M | $0 | 6 | 0 |
| Mar 2024 | $817M | $817M | $0 | 6 | 0 |
| Mar 2023 | $698.8M | $698.8M | $0 | 4 | 0 |
| Feb 2023 | $721.8M | $721.8M | $0 | 5 | 0 |
| Mar 2022 | $721.8M | $721.8M | $0 | 5 | 0 |
| Mar 2021 | $488M | $488M | $0 | 4 | 0 |
| Jun 2020 | $330.6M | $330.6M | $0 | 4 | 0 |
| Mar 2020 | $330.6M | $330.6M | $0 | 4 | 0 |
| Mar 2019 | $223.5M | $223.5M | $0 | 4 | 0 |
| Mar 2018 | $179.1M | $179.1M | $0 | 4 | 0 |
| Mar 2017 | $282M | $282M | $0 | 6 | 300 |
| Jul 2016 | $290M | $290M | $0 | 5 | 300 |
| May 2016 | $272.5M | $272.5M | $0 | 4 | 400 |
| Mar 2016 | $272.5M | $272.5M | $0 | 4 | 400 |
| Aug 2015 | $343M | $343M | $0 | 4 | 400 |
| Apr 2015 | $343M | $343M | $0 | 4 | 400 |
| Mar 2015 | $343M | $343M | $0 | 4 | 400 |
| Mar 2015 | $285M | $285M | $0 | 4 | 200 |
| Apr 2014 | $285M | $285M | $0 | 4 | 200 |
| Mar 2013 | $236.6M | $236.6M | $0 | 4 | 200 |
| Sep 2012 | $212.1M | $212.1M | $0 | 1 | 26 |
| Mar 2012 | $212.1M | $212.1M | $0 | 1 | 26 |
| Sep 2010 | $200M | $200M | $0 | 5 | -- |
| Aug 2010 | $200M | $200M | $0 | 5 | -- |
| May 2010 | $200M | $200M | $0 | 5 | -- |
| May 2010 | $200M | $200M | $0 | 5 | -- |
| Jun 2009 | $160M | $160M | $0 | 5 | -- |
| Apr 2009 | $102.3M | $102.3M | $0 | 5 | -- |
| Jan 2008 | $38M | $38M | $0 | 5 | -- |
| Jan 2008 | $38M | $38M | $0 | 5 | -- |
| Sep 2007 | $48M | $21M | $27M | 5 | -- |
| Dec 2006 | $48M | $21M | $27M | 5 | -- |
| Nov 2006 | $48M | $21M | $27M | 5 | -- |
DateMar 2025
Total AUM$936.5M
Discretionary$936.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$817M
Discretionary$817M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$698.8M
Discretionary$698.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$721.8M
Discretionary$721.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$721.8M
Discretionary$721.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$488M
Discretionary$488M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$330.6M
Discretionary$330.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$330.6M
Discretionary$330.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$223.5M
Discretionary$223.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees6
Clients300
DateJul 2016
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees5
Clients300
DateMay 2016
Total AUM$272.5M
Discretionary$272.5M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$272.5M
Discretionary$272.5M
Non-Disc.$0
Employees4
Clients400
DateAug 2015
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees4
Clients400
DateApr 2015
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees4
Clients200
DateSep 2012
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees1
Clients26
DateSep 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$48M
Discretionary$21M
Non-Disc.$27M
Employees5
Clients--
DateDec 2006
Total AUM$48M
Discretionary$21M
Non-Disc.$27M
Employees5
Clients--
DateNov 2006
Total AUM$48M
Discretionary$21M
Non-Disc.$27M
Employees5
Clients--