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Pinnacle Wealth Advisors

Headquartered in NASHVILLE, TN

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Firm Information

Pinnacle Wealth Advisors is a Nashville, TN-based wealth management firm with $817 million in regulatory assets under management. The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, banking institutions, and charitable organizations. Pinnacle Wealth Advisors offers a wrap fee program and has a team of 5 investment adviser representatives and 2 registered representatives.

Pinnacle Wealth Advisors

150 THIRD AVENUE SOUTH

NASHVILLE, TN 37201

$817.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PINNACLE WEALTH ADVISORS has a total of 2 branch locations across the country.
location

NASHVILLE, TN

location

Nashville, TN

Advisors at Pinnacle Wealth Advisors

View All 5 Advisors
Unclaimed
Charles Bailey Poston

CFA®, RA

Nashville, TN

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Nathan Shioji Kurita

RA

NASHVILLE, TN

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David Morris James

RA

NASHVILLE, TN

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James L Nicholson

RA

NASHVILLE, TN

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Larue Gee McIntyre

CFP®, RA

NASHVILLE, TN

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Disclosures

There are no public disclosures for Pinnacle Wealth Advisors.

Frequently Asked Questions (9)

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