PINNACLE WEALTH ADVISORS

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Pinnacle Wealth Advisors is based out of Nashville. Pinnacle Wealth Advisors is a large advisory firm with 134 clients and discretionary assets under management (AUM) of $488,000,000 (Form ADV from 2021-03-31). Their last reported 13F filing for Q2 2021 included $2,470,796,000 in managed 13F securities and a top 10 holdings concentration of 26.74%. Pinnacle Wealth Advisors's largest holding is Vanguard S&P 500 ETF with shares held of 350,809. Whalewisdom has at least 1 13F filings

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06/30/2021

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 7.2%
Performance Last 4 Quarters: 0.0%
Performance Metrics
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Pinnacle Bank
Pinnacle Wealth Advisors

View Last Form Adv Compilation Report on Record

PINNACLE WEALTH ADVISORS
150 THIRD AVENUE SOUTH STE 900
NASHVILLE TN    37201
Country: United States

Business Phone: 615-743-8271
Fax: 615-743-8471
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 134
Amount of client funds and securities by related persons: 188,000,000
Total Number of clients from related persons: 19
Disclosures:
Data above was derived from SEC filings.

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PINNACLE WEALTH ADVISORS

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
PINNACLE FINANCIAL PARTNERS PARENT COMPANY 08/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. PARENT COMPANY direct 2004-08-01
JENNY, DONALD, K DIRECTOR 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2010-08-01
JAMES, DAVID, MORRIS PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2015-03-01
PINNACLE WEALTH ADVISORS PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-10-01
TRUSTCORE FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
EUBANKS, JEFFERY, DEWAYNE DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2015-10-01
KURITA, NATHAN, SHIOJI BOARD MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS BOARD MEMBER direct 2017-11-01
ALLEN, DAVID, KIRK DIRECTOR 08/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS DIRECTOR direct 2020-08-01
PINNACLE FINANCIAL PARTNERS PARENT COMPANY 08/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. PARENT COMPANY direct 2004-08-01
JENNY, DONALD, K DIRECTOR 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2010-08-01
JAMES, DAVID, MORRIS PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2015-03-01
PINNACLE WEALTH ADVISORS PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-10-01
TRUSTCORE FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
EUBANKS, JEFFERY, DEWAYNE DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2015-10-01
KURITA, NATHAN, SHIOJI BOARD MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS BOARD MEMBER direct 2017-11-01
ALLEN, DAVID, KIRK DIRECTOR 08/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS DIRECTOR direct 2020-08-01

PINNACLE WEALTH ADVISORS

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
PINNACLE FINANCIAL PARTNERS PARENT COMPANY 08/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. PARENT COMPANY direct 2004-08-01
NEWMAN, ROBERT, DOLAN DIRECTOR 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS DIRECTOR direct 2007-11-01
JENNY, DONALD, K DIRECTOR 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2010-08-01
JAMES, DAVID, MORRIS PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2015-03-01
PINNACLE WEALTH ADVISORS PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-10-01
TRUSTCORE FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
EUBANKS, JEFFERY, DEWAYNE DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2015-10-01
KURITA, NATHAN, SHIOJI BOARD MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS BOARD MEMBER direct 2017-11-01

PINNACLE WEALTH ADVISORS

ownership team - last updated 2020-03-19
Name Title Start Date Direct/Indirect % Ownership

PINNACLE WEALTH ADVISORS

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
PINNACLE FINANCIAL PARTNERS PARENT COMPANY 08/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. PARENT COMPANY direct 2004-08-01
NEWMAN, ROBERT, DOLAN DIRECTOR 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS DIRECTOR direct 2007-11-01
JENNY, DONALD, K DIRECTOR 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2010-08-01
JAMES, DAVID, MORRIS PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2015-03-01
PINNACLE WEALTH ADVISORS PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-10-01
TRUSTCORE FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
EUBANKS, JEFFERY, DEWAYNE DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2015-10-01
KURITA, NATHAN, SHIOJI BOARD MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS BOARD MEMBER direct 2017-11-01

PINNACLE WEALTH ADVISORS

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
PINNACLE FINANCIAL PARTNERS PARENT COMPANY 08/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. PARENT COMPANY direct 2004-08-01
JOHNSTON, HUGH, MACLIN CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER 08/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES, INC PRESIDENT & SECRETARY direct 2006-08-01
PINNACLE ADVISORY SERVICES INC. PRESIDENT, PORTFOLIO MANAGER direct 2006-08-01
PINNACLE INVESTMENT ADVISORY PRESIDENT direct 2006-08-01
PINNACLE WEALTH ADVISORS CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2006-08-01
BAIRD, MIRIAM, SISK SECRETARY, HEAD OF RECORDKEEPING, PORTFOLIO MGR, TRADER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. SECRETARY, HEAD OF RECORDKEEPING, PORTFOLIO MGR, TRADER direct 2006-07-01
PINNACLE ADVISORY SERVICES, INC HEAD OF RECORDKEEPING direct 2006-07-01
PINNACLE ADVISORY SERVICES INC. SECRETARY, HEAD OF RECORDKEEPING, ASSISTANT PORTFOLIO MGR direct 2006-07-01
PINNACLE INVESTMENT ADVISORY SECRETARY direct 2007-12-01
NEWMAN, ROBERT, DOLAN DIRECTOR 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE WEALTH ADVISORS DIRECTOR direct 2007-11-01
JENNY, DONALD, K DIRECTOR 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2010-08-01
JAMES, DAVID, MORRIS PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2015-03-01
PINNACLE WEALTH ADVISORS PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2016-10-01
TRUSTCORE FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
EUBANKS, JEFFERY, DEWAYNE DIRECTOR 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PINNACLE ADVISORY SERVICES INC. DIRECTOR direct 2015-10-01

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