RIA Intel›Advisers›Michigan›PINNACLE INVESTMENT ADVISORS, LLC

PINNACLE INVESTMENT ADVISORS, LLC

Advisory

ANN ARBOR, MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in MI

#446

of 521 advisers by AUM

Average account

$1M

across 50 accounts

AUM per adviser

$24M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$72M

Discretionary AUM$40M

Non-Discretionary AUM$32M

Discretionary %55.4%

Total Clients50

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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