{
  "crd_number": 149495,
  "slug": "pinnacle-investment-advisors-llc-ann-arbor-mi-149495",
  "primary_business_name": "PINNACLE INVESTMENT ADVISORS, LLC",
  "legal_name": "PINNACLE INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Ann Arbor",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "11460",
  "metro": {
    "cbsa_code": "11460",
    "common_name": "Ann Arbor",
    "msa_name": "Ann Arbor, MI",
    "path": "/advisors/mi/ann-arbor"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-05-27",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 71764221.0,
  "raum_discretionary": 39765405.0,
  "raum_non_discretionary": 31998816.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2617000.0,
      "count": 11
    },
    "pension_profit_sharing": {
      "raum": 14783161.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 44513939.0,
      "count": 23
    },
    "pooled_investment_vehicles": {
      "raum": 9850121.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI"
  ],
  "websites": [
    "https://pinnacleinvestment.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149495",
  "city_as_filed": "ANN ARBOR",
  "url": "https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495",
  "display_name": "Pinnacle Investment Advisors, LLC",
  "summary": "Pinnacle Investment Advisors, LLC is a state-registered investment advisory firm in Ann Arbor, MI, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Pinnacle Investment Advisors, LLC (CRD 149495): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Pinnacle Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinnacle Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pinnacle Investment Advisors, LLC located?",
      "a": "Pinnacle Investment Advisors, LLC's principal office is in Ann Arbor, MI, according to its Form ADV."
    },
    {
      "q": "Is Pinnacle Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Pinnacle Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149495."
    },
    {
      "q": "How much does Pinnacle Investment Advisors, LLC manage?",
      "a": "Pinnacle Investment Advisors, LLC reports $71,764,221 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (55% discretionary)."
    },
    {
      "q": "What types of clients does Pinnacle Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23); pooled investment vehicles (other than investment companies and business development companies) (13); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Pinnacle Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149495"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pinnacle-investment-advisors-llc-ann-arbor-mi-149495.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 2617000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 44513939.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 9850121.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 14783161.0
    }
  ],
  "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/149495",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}