A complete list of active advisors currently associated with Shealy / Pinnacle Advisors, Ltd.
Warmer can help you find a great advisor at Shealy / Pinnacle Advisors, Ltd. or one who fits your needs even better.
Shealy/Pinnacle Advisors Ltd. serves retirement plans, trustees, trusts, corporations and other institutional or trust-related clients by offering wealth and trust management programs, retirement plan consulting, and independent manager selection. The firm operates as a co‑advisor with an SEC‑registered investment adviser for investment implementation and does not itself exercise day‑to‑day discretionary management or custody of client assets. Investment implementation and model management are performed by the co‑advisor and by unaffiliated independent managers the firm may select, with the firm providing asset tracking, performance reporting and ongoing monitoring of allocation and manager performance. For retirement plans the firm offers both fiduciary consulting services (consistent with ERISA Section 3(21) advisory duties) and non‑fiduciary participant education, and it discloses the ability to provide full 3(38) investment manager services if specifically contracted. Noteworthy aspects include an affiliation with a CPA practice via the firm’s owner and related disclosure that the adviser may recommend or coordinate with other licensed professionals for implementation, an arrangement that is uncommon among peers. The firm is small in scale—single supervised person and no direct assets under its control—and relies on its co‑advisory relationship and selection of independent managers to serve institutional and trust clients.
To learn more about the advisors currently working at Shealy / Pinnacle Advisors, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tiro, OH
| 21
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")