Pinnacle Investment Advisors

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Client assets under management

$341,792,715

Clients

458

28% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$746,272

About

Pinnacle Investment Advisors serves individuals (including high‑net‑worth clients), foundations, corporations, trusts, pension and profit‑sharing plans, and state and municipal government clients, providing discretionary portfolio management, comprehensive financial planning, investment consulting, and pension/401(k) consulting. The firm also sponsors and advises pooled investment vehicles in addition to managing separate accounts and providing investment policy and reporting services.

The firm’s stated investment discipline emphasizes minimizing risk for a desired rate of return and implements seven proprietary strategies—including multiple fixed‑income strategies, convertible/high‑yield, blue‑chip, small‑cap value, and a midstream energy/MLP strategy—customized to each client’s objectives and managed internally by an investment team led by a chief investment officer. Pinnacle typically constructs portfolios using individual securities to limit ongoing fund expenses, provides discretionary management, and, through a subsidiary, directs clients to third‑party managers and platforms such as Envestnet when appropriate.

What distinguishes Pinnacle from many peers is its role as sponsor and managing member of private pooled vehicles and its proprietary interests in those funds, alongside arrangements under which it can receive performance‑based compensation; the firm also serves as sub‑advisor to another registered adviser. The brochure includes extensive composite performance disclosures (with periods of independent verification) and describes policies to address potential conflicts — for example, trade allocation and custody procedures for related persons — features that are relatively uncommon among similar team firms.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0+: 0.25% annually for Short Term Bond Portfolio $0 - $1,000,000: 0.50% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $1,000,000 - $2,000,000: 0.45% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $2,000,000 - $5,000,000: 0.40% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $5,000,000 - $10,000,000: 0.35% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $10,000,000 - $20,000,000: 0.30% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $20,000,000+: 0.25% annually for Tax Exempt Bond Portfolio and Intermediate Bond Portfolio $0 - $1,000,000: 1.00% annually for Small Cap Value Strategy $1,000,000 - $2,000,000: 0.75% annually for Small Cap Value Strategy $2,000,000 - $5,000,000: 0.625% annually for Small Cap Value Strategy $5,000,000 - $10,000,000: 0.50% annually for Small Cap Value Strategy $10,000,000+: 0.50% annually for Small Cap Value Strategy $0 - $1,000,000: 0.75% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $1,000,000 - $2,000,000: 0.625% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $2,000,000 - $5,000,000: 0.55% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $5,000,000 - $10,000,000: 0.50% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $10,000,000+: 0.45% annually for Convertible Securities/High Yield Strategy and Midstream Energy Strategy $0 - $1,000,000: 0.50% annually for Blue Chip Strategy $1,000,000 - $2,000,000: 0.45% annually for Blue Chip Strategy $2,000,000 - $5,000,000: 0.35% annually for Blue Chip Strategy $5,000,000 - $10,000,000: 0.25% annually for Blue Chip Strategy $10,000,000+: 0.20% annually for Blue Chip Strategy

Project-based

$250 per hour for consultation and employee education services for 401(k) plans and related consulting services.

Performance-based

Performance fees for private funds: 10% of net income for Pinnacle Acquisition Fund II; 1.0% of AUM exceeding 12% annual return for Pinnacle Income Partners II; 15% share of annual return in excess of 12% hurdle for Coronado Capital.

Other

Account minimum: $250,000 (exceptions can be made on an individual basis) Fee-only: Comprehensive financial planning offered as fee-only services; no commissions or referral fees received.

Main office location

Pinnacle Investment Advisors

1616 East 15 Th Street

Tulsa OK 74120, United States

Number of offices

Most active in

Oklahoma

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 918-582-6864

Advisors at this firm

Aimee B

CFP®, Series 65

Tulsa, OK

Pinnacle Investment Advisors

Aimee Boyer is a CFP® and holds a Series 65 license, with 14 years of industry experience. She is currently affiliated with Native American Fund Advisors LLC and has worked at Pinnacle Investment Advisors since 2011. Native American Fund Advisors provides bond and equity portfolio management and financial planning primarily for institutional and pooled clients, including tribal governments, foundations, corporations, and pension plans. The firm’s investment approach focuses on minimizing risk for a desired rate of return through six proprietary strategies tailored to each client’s risk profile.

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

Joel K

Series 63, Series 65

Tulsa, OK

Pinnacle Investment Advisors

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

Robert M

Series 65

Tulsa, OK

Pinnacle Investment Advisors

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

Robert K

Series 65

Tulsa, OK

Pinnacle Investment Advisors

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

Jayme F

ChFC®, Series 63, Series 65

Tulsa, OK

Pinnacle Investment Advisors

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

David P

Series 63, Series 65

Tulsa, OK

Pinnacle Investment Advisors

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management Founder/Business Owner

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