Advisor at Shealy / Pinnacle Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tiro, OH
Credentials
Series 65
Industry experience
21 years
David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.
Based on Shealy / Pinnacle Advisors, Ltd.
Based on Shealy / Pinnacle Advisors, Ltd.
Based on Shealy / Pinnacle Advisors, Ltd.
$250,000 - $1,000,000: varies by Wealth Management Program (e.g., Compass, Ascent) $1,000,000 - $1,800,000: Core Wealth Management Program fee (specific rate not stated) $1,800,000+: Enhanced Wealth Management Program fee (specific rate not stated) Not stated - Not stated: Family Office Wealth Management Program fee (specific rate not stated)
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by program; specific amounts referenced in Pinnacle's ADV Part 2 brochure (not detailed here). Pinnacle may reduce or waive minimum fees at its discretion. Fee-only: Financial planning fees (specific amounts not stated here) are charged and shared between Pinnacle and Co-Advisor.
Tiro, OH
Ohio
Citron Cooperman
2025 - Present (1 year)
HW&Co. CPAs and Advisors
2021 - 2025 (4 years)
Shealy/Pinnacle Advisors, Ltd.
2002 - Present (24 years)
Shealy Group
2002 - 2021 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Brian Lodermeier is the principal advisor at Elevated Finance in Willard, Ohio, holding a Series 65 designation with one year of industry experience. He has a background in accounting, having worked at Johnson & Dolesch CPAs and Schonebarger Beale Miller & Associates CPAs before founding Elevated Finance and Lodermeier CPA LLC, where he provides accounting services. Elevated Finance offers discretionary and non-discretionary investment management and retirement plan services to individuals and business entities. The firm’s approach includes tailored investment programs and fiduciary consulting for qualified plans, with a notable affiliation to Lodermeier’s accounting practice, which supports its pension consulting capabilities and plan management services.
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Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.
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Pinnacle Advisors
Blake Rudolph is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western and Southern Life, as well as work outside finance with Door Dash and Evans Landscaping. Pinnacle Advisors is a multi-team SEC-registered wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and a range of institutional partnerships.
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