Pinnacle Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$341,792,715
Clients
458
Advisors
7
of 7 employees
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
Expertise
Occupation focus
Fee options
$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
$250 per hour for consultation and employee education services for 401(k) plans and related consulting services.
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.
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
1616 East 15th Street
Tulsa OK 74120
Advisors at this office
7
Most active in
Oklahoma
Also doing business as
Pinnacle Holdings LLC · Pinnacle Holdings, LLC · Pinnacle Investment Advisors · Pinnacle Investment Advisors LLC
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:
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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.
Joel K
Series 63, Series 65
Tulsa, OK
Pinnacle Investment Advisors
Joel Kantor is a financial advisor at Pinnacle Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Kantor is a partner and manager of several angel and venture capital investment entities, where he dedicates five to ten hours per month. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs seven proprietary investment strategies tailored to client objectives and is notable for sponsoring private pooled investment vehicles in which it holds proprietary interests.
Robert M
Series 65
Tulsa, OK
Pinnacle Investment Advisors
Robert Moore Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation with 10 years of industry experience. He is part of a six-advisor team at the firm. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs seven proprietary investment strategies focused on risk management and often constructs portfolios using individual securities to control expenses, while also sponsoring and managing private pooled investment vehicles.
Robert K
Series 65
Tulsa, OK
Pinnacle Investment Advisors
Robert Kramer is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation and bringing 29 years of industry experience. He has been with Pinnacle Investment Advisors since 1996. Kramer serves as Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients with discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach across multiple proprietary strategies and sponsors private pooled investment vehicles alongside managing separate accounts.
Jayme F
ChFC®, Series 63, Series 65
Tulsa, OK
Pinnacle Investment Advisors
Jayme Fowler is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles with Northern Lights Distributors, Redwood Investment Management, and Oppenheimerfunds Distributor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients, offering discretionary portfolio management, financial planning, and investment consulting. The firm utilizes seven proprietary investment strategies tailored to client objectives and acts as sponsor and managing member of private pooled vehicles, providing a range of internally managed and third-party investment solutions.
Anthony D
Series 65
Tulsa, OK
Pinnacle Investment Advisors
Anthony Dionisio Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 credential. He has one year of industry experience and spent ten years at the University of Oklahoma prior to joining Pinnacle. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach with seven proprietary strategies and manages both separate accounts and pooled investment vehicles.
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.
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