Pinnacle Wealth Advisors

Registered investment adviser · Clackamas, OR · CRD #117517

Form ADV data as of 2026-09-01

Regulatory assets

$549.7 million

Total accounts

2,956

Employees

Disclosure events

Firm details

Website: https://www.thinkpinnacle.com.
Telephone: 503-654-5100
SEC file number: 801-116763
Most recent Form ADV filing: 2026-07-16
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$513.5 million
Non-discretionary regulatory assets under management	$36.2 million
Total regulatory assets under management	$549.7 million
Discretionary accounts	2,926
Non-discretionary accounts	30
Total accounts	2,956
Regulatory assets under management attributable to non-U.S. persons	$910,744

People

Total employees (excluding clerical)	21
Employees performing investment advisory functions (including research)	14
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	14
Employees registered as IARs for another investment adviser	7
Employees who are licensed insurance agents	5
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$0
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	736	$273.1 million
High net worth individuals	74	$200.6 million
Pooled investment vehicles (other than investment companies and BDCs)	1	$0
Pension and profit sharing plans (not the participants or government plans)	18	$74.0 million
Charitable organizations	3	$2.0 million