Pinnacle Portfolio Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,929,093
Clients
40
Advisors
3
of 3 employees
About
Pinnacle Portfolio Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment supervisory services and individualized portfolio management. As of December 31, 2025, the firm reported managing roughly $171.3 million on a discretionary basis for individual and high‑net‑worth clients as well as pension plans, charitable organizations and corporate accounts.
The firm develops a written investment policy for each client and generally follows Modern Portfolio Theory, relying on asset allocation, periodic rebalancing, and a mix of mutual funds, ETFs and, when appropriate, individual securities and REITs. Research and implementation use both fundamental and technical analysis, with accounts reviewed at least annually and trades executed under discretionary authority.
Pinnacle’s disclosures identify several features that distinguish it from many peers: related persons operate an affiliated life, accident and health insurance entity and are separately licensed as insurance agents, and one related person is licensed as a real estate agent—arrangements the firm acknowledges can create conflicts of interest when insurance or real estate products are recommended. The firm also serves corporations and other businesses (a client category that can encompass entities such as business development companies in industry data) and does not charge performance‑based fees.
Client services
Expertise
Fee options
Up to 1.78% annually, paid quarterly in advance
Main office
Boise ID
Advisors at this office
3
Most active in
California · Idaho · Washington
Also doing business as
Pinnacle Portfolio Advisors · Pinnacle Portfolio 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bert E
Series 63, Series 66
Boise, ID
Pinnacle Portfolio Advisors
Bert Ellis is a financial advisor at Pinnacle Portfolio Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory work, he serves as an advisory board member for the Boise Public Schools Foundation. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client and generally follows Modern Portfolio Theory, utilizing asset allocation, rebalancing, and a combination of mutual funds, ETFs, individual securities, and REITs.
Amanda R
Series 65
Boise, ID
Pinnacle Portfolio Advisors
Amanda Rasberry is a financial advisor at Pinnacle Portfolio Advisors with six years of industry experience. She holds a Series 65 license and has worked at Pinnacle Portfolio Advisors and its related entities since 2017, including a prior role at IntegraFlex from 2012 to 2017. Pinnacle Portfolio Advisors is an SEC-registered investment adviser that manages approximately $171.3 million on a discretionary basis for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client, generally follows Modern Portfolio Theory, and uses both fundamental and technical analysis in portfolio management.
Carolyn P
Series 65
Boise, ID
Pinnacle Portfolio Advisors
Carolyn Parkinson is a Series 65-licensed financial advisor at Pinnacle Portfolio Advisors with one year of industry experience. Prior to joining Pinnacle Portfolio Advisors, she was involved with Twisted Ewe LLC for 14 years. She also serves as finance chair and board member for S-Sixteen LLC, a family-owned investment-related company. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual, high-net-worth, pension, charitable, and corporate clients. The firm follows Modern Portfolio Theory through written investment policies, asset allocation, and periodic rebalancing using mutual funds, ETFs, individual securities, and REITs.
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