PINNACLE WEALTH ADVISORS

NASHVILLE, Tennessee·10 registered advisors·CRD# 132634
SEC# 801-673520615-743-8271
01

Firm Overview

AUM
$817M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PINNACLE WEALTH ADVISORS

10 registered advisors
Christopher William Adams
NASHVILLE, Tennessee
David Morris James
NASHVILLE, Tennessee
Donna Lynn Pierce
NASHVILLE, Tennessee
Harrison David Brockwell Kidd
NASHVILLE, Tennessee
Hudson Berney Ragan
NASHVILLE, Tennessee
CFPChFC
Hugh Maclin Johnston
NASHVILLE, Tennessee
Miriam Sisk Baird
NASHVILLE, Tennessee
Nathan Shioji Kurita
NASHVILLE, Tennessee
Ralph Hamilton Lehman
NASHVILLE, Tennessee
Steve Laughlin
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
10 advisors

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Data sourced from SEC Form ADV filings. PINNACLE WEALTH ADVISORS (CRD# 132634) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.