{
  "crd_number": 120973,
  "slug": "pinkerton-wealth-partners-coeur-d-alene-id-120973",
  "primary_business_name": "PINKERTON WEALTH PARTNERS",
  "legal_name": "PINKERTON WEALTH, LLC",
  "dbas": [
    "CMR FINANCIAL ADVISORS",
    "KRISTOPHER CURTIS FINANCIAL",
    "LINKED WEALTH",
    "OSTLUND WEALTH ADVISORS",
    "PINKERTON RETIREMENT SPECIALISTS",
    "PINKERTON WEALTH MANAGEMENT",
    "ROBERT OLSEN INVESTMENT GROUP, LLC",
    "STOECKLEIN FINANCIAL SERVICES",
    "WOOTTON FINANCIAL GROUP"
  ],
  "city": "Coeur D'Alene",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "17660",
  "metro": {
    "cbsa_code": "17660",
    "common_name": "Coeur d'Alene",
    "msa_name": "Coeur d'Alene, ID",
    "path": "/advisors/id/coeur-d-alene"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-06-15",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 1439082849.0,
  "raum_discretionary": 1331639111.0,
  "raum_non_discretionary": 107443738.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 49,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 320006211.0,
      "count": 847
    },
    "pension_profit_sharing": {
      "raum": 130416565.0,
      "count": 29
    },
    "high_net_worth_individuals": {
      "raum": 988660073.0,
      "count": 386
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "ID",
    "KS",
    "MN",
    "MO",
    "NE",
    "NV",
    "OH",
    "OR",
    "SC",
    "TN",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://cmrfa.com",
    "https://facebook.com/OSTLUNDWEALTHADVISORS",
    "https://facebook.com/PinkertonRetirementSpecialists",
    "https://idahowm.org",
    "https://joinpinkerton.com",
    "https://linked.com/in/brettredd",
    "https://linkedin.danielostlund",
    "https://linkedin.nightatmuseum.org",
    "https://ostlundwealthadvisors.com",
    "https://pinkertonretirement.com",
    "https://woottonfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120973",
  "city_as_filed": "COEUR D'ALENE",
  "url": "https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973",
  "display_name": "Pinkerton Wealth Partners",
  "summary": "Pinkerton Wealth Partners is an SEC-registered investment advisory firm in Coeur D'Alene, ID, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Pinkerton Wealth Partners (CRD 120973): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pinkerton Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinkerton Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is Pinkerton Wealth Partners located?",
      "a": "Pinkerton Wealth Partners' principal office is in Coeur D'Alene, ID, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pinkerton Wealth Partners registered with the SEC or a state?",
      "a": "Pinkerton Wealth Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 120973."
    },
    {
      "q": "How much does Pinkerton Wealth Partners manage?",
      "a": "Pinkerton Wealth Partners reports $1,439,082,849 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (93% discretionary)."
    },
    {
      "q": "How have Pinkerton Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pinkerton Wealth Partners: Regulatory assets under management: $763,630,994 in the October 2021 data and $1,439,082,849 in the October 2026 data, up 88%. Total employees: 25 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinkerton Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (847); high net worth individuals (386); pension and profit sharing plans (but not the plan participants or government pension plans) (29)."
    },
    {
      "q": "Which custodians does Pinkerton Wealth Partners use?",
      "a": "Pinkerton Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pinkerton Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120973"
    },
    {
      "q": "What changed in Pinkerton Wealth Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Chesterfield, MO. No longer lists an office in Spokane, WA. Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 763630994.0,
      "total_employees": 25,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1020000942.0,
      "total_employees": 34,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 892233633.0,
      "total_employees": 21,
      "filing_date": "2023-06-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1021901030.0,
      "total_employees": 20,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1253817854.0,
      "total_employees": 45,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1439082849.0,
      "total_employees": 49,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Chesterfield, MO.",
        "No longer lists an office in Spokane, WA.",
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Kristopher Curtis Financial.",
        "Added an office in Nashville, TN.",
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in NE.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Wootton Financial Group.",
        "Added the business name Linked Wealth.",
        "Employees performing advisory functions went from 17 to 16.",
        "Regulatory assets under management went from $1,253,817,854 to $1,439,082,849 (+15%).",
        "Added an office in Conroe, TX."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Robert Olsen Investment Group, LLC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark",
      "name_as_filed": "ASSETMARK",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 847,
      "fewer_than_5": false,
      "raum": 320006211.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 386,
      "fewer_than_5": false,
      "raum": 988660073.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 130416565.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120973",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}