Pinnacle Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,487,508
Total clients
139
21% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
70
Average account size
$686,960
About
Pinnacle Wealth Management, LLC provides discretionary and non‑discretionary portfolio management, financial planning, and selection of third‑party investment advisers to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both individual and high‑net‑worth clients and reports managing roughly $95 million across about 139 client relationships with two advising professionals.
Pinnacle Wealth tailors asset allocation and investment recommendations to client goals using a combination of fundamental and technical analysis and implements portfolios composed of equities, ETFs, mutual funds, U.S. government and corporate debt, municipal securities, and certificates of deposit. The firm monitors and rebalances accounts on an ongoing basis, may utilize third‑party model portfolios or managers, and maintains an institutional custodial relationship with Charles Schwab.
Notably, the firm’s brochure discloses a prior regulatory enforcement matter involving an associated person (a FINRA Acceptance, Waiver, and Consent), including repayment of related loans and the enforcement outcome, which is summarized in the firm’s disclosure materials. The brochure also discloses that the firm may share in fees received by third‑party advisers and that it does not block‑trade, arrangements the firm identifies as potential conflicts of interest for clients to consider.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $3,500,000: 0.75% $3,500,001+: 0.60%
$200 per hour
Account minimum: $500,000
Main office location
Pinnacle Wealth Management, LLC
600 U.S. Hwy 51 Byp. E.
Dyersburg TN 38024, United States
Number of offices
1
Most active in
Missouri · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")