S
Sullivan Pinnacle Advisors, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Sullivan Pinnacle Advisors operates as a co-advisor alongside an SEC-registered subadviser to serve institutional and pooled clients as well as individuals, trusts and retirement plans. The firm offers retirement plan consulting, trust investment advisory and tiered wealth management programs, but does not perform day-to-day trade execution itself.
The firm’s model relies on the co-adviser relationship for active portfolio management while Sullivan Pinnacle provides planning, client meetings, ongoing oversight, independent manager selection and asset-tracking and performance reporting. Its retirement plan services include non-discretionary fiduciary consulting under ERISA and, when specifically contracted, the option to provide full investment manager services consistent with a 3(38) role.
Noteworthy aspects include an affiliation with a certified public accounting practice, which the firm discloses as a related business and that may inform its tax and fiduciary conversations. The firm also maintains a trust representative office arrangement with a federally chartered trust company and emphasizes pension consulting and the selection of other advisers—services that are less common among similar investment-manager firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Equity compensation tax strategy
Tax-loss harvesting
Business succession planning
Charitable giving & philanthropy
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
Financial planning fees (Co-Advisor receives 25% of these fees)
$250,000 - $1,000,000: $1,000,000 - $1,800,000: $1,800,000+:
Account minimum: $250,000 Minimum fee: Minimum annual fees may be reduced or waived at Pinnacle's discretion based on criteria such as anticipated future earning capacity, additional assets, related accounts, account composition, and negotiations. Fee-only: Advisory fees are charged by Pinnacle and paid via fee deduction or client billing; Co-Advisor receives a percentage of these fees.
Main office location
Sullivan Pinnacle Advisors, Ltd.
809 White Pond Dr., Suite A
Akron OH 44320, United States
Number of offices
1
Most active in
Sullivan Pinnacle Advisors, Ltd. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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