Fort Worth, TX S. Hulen Street Office

Pinnacle Wealth Advisors is an independent, SEC‑registered, team‑based investment advisory firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) and to qualified retirement plans. The firm also offers stand‑alone financial planning and a “new investor” program for clients who prefer more limited services.

Pinnacle builds diversified portfolios using individual stocks and bonds, mutual funds, ETFs, SMAs, and, where appropriate, alternative investments and covered‑call option strategies, with allocation and security selection tailored to each client’s investor profile and monitored on an ongoing discretionary basis. The firm frequently uses independent third‑party managers for Separately Managed Accounts, encourages use of a comprehensive web‑based planning tool, and takes tax considerations into account when recommending strategies.

What distinguishes Pinnacle from many peers is its set of adviser affiliations and recent transactions: the firm acquired IMS Capital Management on October 1, 2025 and the IMS‑managed mutual funds (IMSCX and IMSIX), operates an affiliated pooled private investment vehicle (the “Affiliated Fund”) advised by PWA and sponsored by related Fund Management Affiliates, and has maintained temporary dual registrations for personnel during integration. The brochure discloses the resulting conflicts of interest — for example, PWA is deemed to have custody over client assets invested in the Affiliated Fund and shared personnel may receive additional compensation — and describes mitigation measures such as independent audits and client disclosures.