HD Pinnacle Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HD Pinnacle Advisors operates as a co‑adviser alongside a separate SEC‑registered investment adviser to serve fiduciary and institutional clients — including retirement plans and trusts — and to support wealth management programs for business owners and high‑net‑worth households. The firm does not itself perform day‑to‑day portfolio management; investment management and custody are handled by its co‑adviser, which reports the assets managed for their shared clients.
The firm provides retirement plan consulting and trustee support, offering both fiduciary (ERISA 3(21)) consulting and non‑fiduciary participant education, and assists sponsors with investment policy statements, QDIA selection and monitoring. For implementation and monitoring it relies on Pinnacle’s models and the use of unaffiliated independent managers, and it offers asset‑tracking and performance reporting as part of ongoing oversight.
HD Pinnacle is distinctive for its linkage to accounting services: the firm’s principal maintains an independent CPA practice and the brochure discloses that the shareholder also provides CPA consulting, which the firm can use when coordinating non‑investment implementation with other professionals. The firm also emphasizes selection and oversight of other advisers and independent managers and acts primarily as a referral and co‑advisor rather than a direct asset manager.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees reported in SEC Form ADV Part 1, specific amounts not stated in this brochure.
$0 - $250,000: $250,000 - $1,000,000: $1,000,000 - $1,800,000: $1,800,000+:
Hourly charges reported in SEC Form ADV Part 1, but exact rates not stated in this brochure.
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by Wealth Management Program; specific amounts not stated in this brochure, see Pinnacle’s ADV for details. Fee-only: Advisory and consulting fees paid to Pinnacle; Co-Advisor does not charge additional fees.
Main office
1600 Lexington Ave.
Mansfield OH 44907
Advisors at this office
1
Most active in
Ohio
Also doing business as
Hd Pinnacle Advisors, Ltd. · Hostetler Davis Investments, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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