Pinnacle Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
600 U.S. Hwy 51 Byp. E.
Dyersburg TN 38024
Advisors at this office
2
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:
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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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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.
Forms ADV
Advisors at this firm
Karen H
Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Karen House is a Series 65-licensed financial advisor with 13 years of industry experience. She has worked at Pinnacle Wealth Management, LLC since 2016. Pinnacle Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party investment advisers to individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to tailor asset allocation and investment recommendations, managing approximately $95 million across about 139 client relationships.
Jeff R
Series 63, Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Jeff Rummells is a financial advisor with Pinnacle Wealth Management, LLC in Dyersburg, TN. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior work includes 17 years at Tanje Tool. Pinnacle Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and third-party investment adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves individual and high-net-worth clients, managing about $95 million across approximately 139 client relationships.
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