Active
PINNACLE WEALTH ADVISORS
Investment Advice|NASHVILLE, TN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$936.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 936.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 132634 |
| SEC Number | 801-67352 |
| Street Address | 21 PLATFORM WAY S |
| Street Address 2 | STE 2300 |
| Location | NASHVILLE, TN 37203 |
| Country | United States |
| Phone | 615-743-8271 |
| Fax | 615-743-8471 |
| Total Employees | 6 |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 115 |
| Individuals (other than H… | 13 |
| Banking/Thrift Institutio… | 10 |
| Corporations/Businesses | 5 |
Community Partners
CITY OF BELLE MEADE
CITY OF BERRY HILL
CITY OF FOREST HILLS
CITY OF OAK HILL
METROPOLITAN GOVERNMENT OF NASHVILLE-DAVIDSON COUNTY
CITY OF BELLE MEADE
CITY OF BERRY HILL
CITY OF FOREST HILLS
CITY OF OAK HILL
METROPOLITAN GOVERNMENT OF NASHVILLE-DAVIDSON COUNTY
CITY OF BELLE MEADE
CITY OF BERRY HILL
CITY OF FOREST HILLS
CITY OF OAK HILL
METROPOLITAN GOVERNMENT OF NASHVILLE-DAVIDSON COUNTY
Municipal Government
5 Active
5
Organizations
DAVIDSON COUNTY SOIL CONSERVATION DISTRICT
GREATER NASHVILLE REGIONAL COUNCIL
HARPETH VALLEY UTILITIES DISTRICT
MADISON SUBURBAN UTILITY DISTRICT
METROPOLITAN DEVELOPMENT AND HOUSING AGENCY
METROPOLITAN NASHVILLE AIRPORT AUTHORITY
NASHVILLE METROPOLITAN TRANSIT AUTHORITY
REGIONAL TRANSPORTATION AUTH
REGIONAL TRANSPORTATION AUTHORITY OF MIDDLE TENNESSEE
DAVIDSON COUNTY SOIL CONSERVATION DISTRICT
GREATER NASHVILLE REGIONAL COUNCIL
HARPETH VALLEY UTILITIES DISTRICT
MADISON SUBURBAN UTILITY DISTRICT
METROPOLITAN DEVELOPMENT AND HOUSING AGENCY
METROPOLITAN NASHVILLE AIRPORT AUTHORITY
NASHVILLE METROPOLITAN TRANSIT AUTHORITY
REGIONAL TRANSPORTATION AUTH
REGIONAL TRANSPORTATION AUTHORITY OF MIDDLE TENNESSEE
DAVIDSON COUNTY SOIL CONSERVATION DISTRICT
GREATER NASHVILLE REGIONAL COUNCIL
HARPETH VALLEY UTILITIES DISTRICT
MADISON SUBURBAN UTILITY DISTRICT
METROPOLITAN DEVELOPMENT AND HOUSING AGENCY
METROPOLITAN NASHVILLE AIRPORT AUTHORITY
NASHVILLE METROPOLITAN TRANSIT AUTHORITY
REGIONAL TRANSPORTATION AUTH
REGIONAL TRANSPORTATION AUTHORITY OF MIDDLE TENNESSEE
Special District
9 Active
9
Organizations
ACHIEVEMENT SCHOOL DISTRICT
METRO NASHVILLE PUBLIC SCHOOLS
METROPOLITAN NASHVILLE PUBLIC SCHOOLS
ACHIEVEMENT SCHOOL DISTRICT
METRO NASHVILLE PUBLIC SCHOOLS
METROPOLITAN NASHVILLE PUBLIC SCHOOLS
ACHIEVEMENT SCHOOL DISTRICT
METRO NASHVILLE PUBLIC SCHOOLS
METROPOLITAN NASHVILLE PUBLIC SCHOOLS
School District
3 Active
3
Organizations
100 COACHES PAY-IT-FORWARD INSTITUTE
1065 INSTITUTE INC
12-3-1 MINISTRIES
12SOUTH NEIGHBORHOOD ASSOCIATION
12South Patrons at Play
12 WOMEN FOUNDATION INC
17-15 SPORTS
180 MUSIC CITY CHAPTER OF TROUT UNLIMITED
20TH CENTURY CHRISTIAN FOUNDATION
218TH INTELLIGENCE SURVEILLANCE AND RECONNAISSANCE GROUP
21ST CENTURY MEDICAL DEVELPMENT CORP
21ST CENTURY SOULUTION INC
22 FOREVER
2303 CRESTMOOR INC
2ND CHANCES
2 SUBJECTS YOUTH AND FAMILIES
301ST TROOP COMMAND OFFICER FUND
413 STRONG INC
5050 FOUNDATION
510 FOUNDATION
100 COACHES PAY-IT-FORWARD INSTITUTE
1065 INSTITUTE INC
12-3-1 MINISTRIES
12SOUTH NEIGHBORHOOD ASSOCIATION
12South Patrons at Play
12 WOMEN FOUNDATION INC
17-15 SPORTS
180 MUSIC CITY CHAPTER OF TROUT UNLIMITED
20TH CENTURY CHRISTIAN FOUNDATION
218TH INTELLIGENCE SURVEILLANCE AND RECONNAISSANCE GROUP
21ST CENTURY MEDICAL DEVELPMENT CORP
21ST CENTURY SOULUTION INC
22 FOREVER
2303 CRESTMOOR INC
2ND CHANCES
2 SUBJECTS YOUTH AND FAMILIES
301ST TROOP COMMAND OFFICER FUND
413 STRONG INC
5050 FOUNDATION
510 FOUNDATION
100 COACHES PAY-IT-FORWARD INSTITUTE
1065 INSTITUTE INC
12-3-1 MINISTRIES
12SOUTH NEIGHBORHOOD ASSOCIATION
12South Patrons at Play
12 WOMEN FOUNDATION INC
17-15 SPORTS
180 MUSIC CITY CHAPTER OF TROUT UNLIMITED
20TH CENTURY CHRISTIAN FOUNDATION
218TH INTELLIGENCE SURVEILLANCE AND RECONNAISSANCE GROUP
21ST CENTURY MEDICAL DEVELPMENT CORP
21ST CENTURY SOULUTION INC
22 FOREVER
2303 CRESTMOOR INC
2ND CHANCES
2 SUBJECTS YOUTH AND FAMILIES
301ST TROOP COMMAND OFFICER FUND
413 STRONG INC
5050 FOUNDATION
510 FOUNDATION
Nonprofit Organization
4777 Active
4777
Organizations
Community Partners67 organizations
CITY OF OAK HILL
Municipal Government·NASHVILLE
GREATER NASHVILLE REGIONAL COUNCIL
Special District·NASHVILLE
MADISON SUBURBAN UTILITY DISTRICT
Special District·MADISON
METROPOLITAN NASHVILLE AIRPORT AUTHORITY
Special District·NASHVILLE
NASHVILLE METROPOLITAN TRANSIT AUTHORITY
Special District·MADISON
REGIONAL TRANSPORTATION AUTH
Special District·MADISON
ACHIEVEMENT SCHOOL DISTRICT
School District·NASHVILLE
METROPOLITAN NASHVILLE PUBLIC SCHOOLS
School District·NASHVILLE
100 COACHES PAY-IT-FORWARD INSTITUTE
Nonprofit Organization·NASHVILLE
1065 INSTITUTE INC
Nonprofit Organization·NASHVILLE
12-3-1 MINISTRIES
Nonprofit Organization·Nashville
12SOUTH NEIGHBORHOOD ASSOCIATION
Nonprofit Organization·Nashville
12South Patrons at Play
Nonprofit Organization·Nashville
12 WOMEN FOUNDATION INC
Nonprofit Organization·Nashville
17-15 SPORTS
Nonprofit Organization·Nashville
180 MUSIC CITY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·NASHVILLE
20TH CENTURY CHRISTIAN FOUNDATION
Nonprofit Organization·Nashville
218TH INTELLIGENCE SURVEILLANCE AND RECONNAISSANCE GROUP
Nonprofit Organization·Nashville
21ST CENTURY MEDICAL DEVELPMENT CORP
Nonprofit Organization·NASHVILLE
21ST CENTURY SOULUTION INC
Nonprofit Organization·Nashville
22 FOREVER
Nonprofit Organization·Nashville
2303 CRESTMOOR INC
Nonprofit Organization·NASHVILLE
2ND CHANCES
Nonprofit Organization·Nashville
2 SUBJECTS YOUTH AND FAMILIES
Nonprofit Organization·Nashville
301ST TROOP COMMAND OFFICER FUND
Nonprofit Organization·Nashville
413 STRONG INC
Nonprofit Organization·NASHVILLE
5050 FOUNDATION
Nonprofit Organization·NASHVILLE
510 FOUNDATION
Nonprofit Organization·NASHVILLE
615 LACROSSE
Nonprofit Organization·Nashville
7ELEMENT ATHLETICS INC
Nonprofit Organization·NASHVILLE
804 FOUNDATION
Nonprofit Organization·NASHVILLE
917 SOCIETY
Nonprofit Organization·NASHVILLE
95 COUNTIES
Nonprofit Organization·Nashville
99 FARMERS
Nonprofit Organization·Nashville
AAA RESIDENTIAL RESOURCES INC
Nonprofit Organization·NASHVILLE
AARP GRIEF AND LOSS PROGRAM
Nonprofit Organization·Nashville
AAUW NASHVILLE
Nonprofit Organization·Nashville
ABBAS WORK INCORPORATED
Nonprofit Organization·NASHVILLE
ABC SPORTS FOUNDATION
Nonprofit Organization·NASHVILLE
A B DS CAMP FOR YOUTH
Nonprofit Organization·NASHVILLE
ABEL MINISTRIES INC
Nonprofit Organization·NASHVILLE
ABES GARDEN INC
Nonprofit Organization·NASHVILLE
A BETTER TOMORROW IN AMERICA
Nonprofit Organization·Nashville
ABINTRA MONTESSORI SCHOOL
Nonprofit Organization·NASHVILLE
ABRASIVE MEDIA INC
Nonprofit Organization·NASHVILLE
ACACIA AVENUE DESIGNS INC
Nonprofit Organization·NASHVILLE
ACADEMIC DECENCY LEAGUE INC
Nonprofit Organization·NASHVILLE
ACADEMY OF COUNTRY MUSIC
Nonprofit Organization·NASHVILLE
ACADEMY OF MANAGED CARE PHARMACY
Nonprofit Organization·Nashville
ACADEMY OF MANAGED CARE PHARMACY
Nonprofit Organization·NASHVILLE
ACCELERATE - THE NATIONAL COLLABORATIVE
Nonprofit Organization·NASHVILLE
ACCELERATE: THE NATIONAL COLLABORATIVE FOR ACCELERATED LEARNING
Nonprofit Organization·NASHVILLE
ACCEPTANCE TEAM MEMBER CRISIS FUND
Nonprofit Organization·NASHVILLE
ACCESSIBLE BUILDERS CONSORTIUM INC
Nonprofit Organization·Nashville
Access Services of Middle Tennessee
Nonprofit Organization·Nashville
ACCOUNTABILITY MATTERS
Nonprofit Organization·Nashville
ACCOUNTABLE BRANDS INC
Nonprofit Organization·Nashville
ACE MENTOR PROGRAM OF GREATER NASHVILLE
Nonprofit Organization·NASHVILLE