# Sullivan Pinnacle Advisors, Ltd.

> Sullivan Pinnacle Advisors, Ltd. is a state-registered investment advisory firm in Akron, OH, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2026.

- CRD: 125176
- Filed as: SULLIVAN PINNACLE ADVISORS, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125176
- AdvisorCensus page: https://advisorcensus.com/firm/sullivan-pinnacle-advisors-ltd-akron-oh-125176

## Quick answers

**How is Sullivan Pinnacle Advisors, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Sullivan Pinnacle Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sullivan Pinnacle Advisors, Ltd. located?**
Sullivan Pinnacle Advisors, Ltd.'s principal office is in Akron, OH, according to its Form ADV.

**Is Sullivan Pinnacle Advisors, Ltd. registered with the SEC or a state?**
Sullivan Pinnacle Advisors, Ltd. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125176.

**Does Sullivan Pinnacle Advisors, Ltd. report any disciplinary disclosures?**
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/125176

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sullivan Pinnacle Advisors, Ltd. (CRD 125176): Form ADV filing data as of October 2026.