RIA Intel›Advisers›Tennessee›PINNACLE WEALTH MANAGEMENT, LLC

PINNACLE WEALTH MANAGEMENT, LLC

Advisory

DYERSBURG, TN

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in TN

#293

of 380 advisers by AUM

Average account

$260K

across 367 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$95M

Discretionary %

99.3%

Clients

139

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$638K

Discretionary %99.3%

Total Clients139

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, TN, TX

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

139 clients

29 high-net-worth

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

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

HARMONIC INVESTMENT MANAGEMENT, INC.

MEMPHIS, TN

$95M

APOGEE WEALTH PARTNERS, LLC

$94M

PROVIDENT WEALTH, LLC

$98M

ALLIED INVESTMENTS OF TENNESSEE, LLC

JOHNSON CITY, TN

$92M

SECTOR CAPITAL MANAGEMENT, L.L.C.

MEMPHIS, TN

$100M

-9.1% 1Y

FUERST FINANCIAL GROUP, INC.

CHATTANOOGA, TN

$101M

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