# Pinkerton Wealth Partners

> 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.

- CRD: 120973
- Filed as: PINKERTON WEALTH PARTNERS
- Legal name: Pinkerton Wealth, LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coeur D'Alene, ID
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120973
- AdvisorCensus page: https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973

## Quick answers

**How is Pinkerton Wealth Partners compensated?**
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.

**Where is Pinkerton Wealth Partners located?**
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).

**Is Pinkerton Wealth Partners registered with the SEC or a state?**
Pinkerton Wealth Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 120973.

**How much does Pinkerton Wealth Partners manage?**
Pinkerton Wealth Partners reports $1,439,082,849 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (93% discretionary).

**How have Pinkerton Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does Pinkerton Wealth Partners serve?**
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).

**Which custodians does Pinkerton Wealth Partners use?**
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.

**Does Pinkerton Wealth Partners report any disciplinary disclosures?**
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

**What changed in Pinkerton Wealth Partners' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Assetmark
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,439,082,849
- Discretionary: $1,331,639,111
- Non-discretionary: $107,443,738

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 847 | $320,006,211 |
| High net worth individuals | 386 | $988,660,073 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $130,416,565 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 49 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, GA, HI, ID, KS, MN, MO, NE, NV, OH, OR, SC, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chesterfield, MO
- Conroe, TX
- Honolulu, HI
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- cmrfa.com
- idahowm.org
- joinpinkerton.com
- linked.com/in/brettredd
- linkedin.danielostlund
- linkedin.nightatmuseum.org
- ostlundwealthadvisors.com
- pinkertonretirement.com
- woottonfinancial.com
- Facebook @OSTLUNDWEALTHADVISORS
- Facebook @PinkertonRetirementSpecialists

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $763,630,994 | 25 | April 20, 2021 |
| October 2022 | $1,020,000,942 | 34 | September 19, 2022 |
| October 2023 | $892,233,633 | 21 | June 14, 2023 |
| October 2024 | $1,021,901,030 | 20 | September 18, 2024 |
| October 2025 | $1,253,817,854 | 45 | May 1, 2025 |
| October 2026 | $1,439,082,849 | 49 | September 18, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Chesterfield, MO.
- No longer lists an office in Spokane, WA.
- Registered or notice-filed in GA.

### July 2026
- Added the business name Kristopher Curtis Financial.
- Added an office in Nashville, TN.
- Registered or notice-filed in TN.

### May 2026
- Registered or notice-filed in NE.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### February 2026
- Added the business name Robert Olsen Investment Group, LLC.

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinkerton Wealth Partners (CRD 120973): Form ADV filing data as of October 2026.