DBA: PINNACLE INVESTMENT ADVISORS
| Total AUM | $508.3M |
| Discretionary | $491.5M97% of AUM |
| Non-Discretionary | $16.8M |
| Client Accounts | 496 |
| Avg Account Size | $1.0M |
| Employees | 7 |
| Peak AUM | $720.5MFeb 2014 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $508M | +11.7% | +10.4% | +10.0% | |
| Discretionary AUM | |||||
| Total AUM | $508.3M |
| Discretionary | $491.5M |
| Employees | 7 |
| Client Accounts | 496 |
| Client Range | 11-25 |
Address
1616 EAST 15TH STREET
TULSA OK 74120
Phone
918-582-6864
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$492M
96.7% of AUM
Non-Discretionary
$17M
3.3% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Custody
| +12.1% /yrover 25 yrs · 57 filings |
Total AUM
$508M
| $492M |
| +10.6% |
| +10.2% |
| +10.1% |
| Non-Disc. AUM | $17M | +54.3% | +15.5% | +5.8% |
| Total Accounts | 496 | +6.0% | +8.6% | +11.0% |
| Avg Account Size | $1M | +5.4% | +1.6% | 0.9% |
| Employees | 7 | 12.5% | 4.2% | 4.9% |
| AUM / Employee | $73M | +27.6% | +15.3% | +15.6% |
Client AUM Segments | |||||
| Wealth AUM | $342M | +17.9% | +12.2% | +9.6% | |
| Institutional AUM | $71M | +3.9% | +11.6% | +4.1% | |
| Fund / Pooled AUM | $58M | 5.0% | +3.4% | +6.3% | |
| Other AUM | $38M | +4.4% | +4.9% | — | |
Client Count Segments | |||||
| HNW Clients | 330 | +5.4% | +4.3% | +8.0% | |
| Institutional | 34 | +25.9% | +18.8% | +6.3% | |
| Pooled / Fund | 3 | 0.0% | 0.0% | 5.6% | |
| Individuals | 128 | +3.2% | +24.6% | +25.6% | |