Pinnacle Investment Advisory (Nashville)

Name: Pinnacle Investment Advisory
Address: 211 Commerce St, Nashville, TN, 37201
Telephone: 615-744-3715

Pinnacle Investment Advisory is a large advisory firm based in Nashville. It manages $102.34 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Tennessee.

Pinnacle Investment Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pinnacle Investment Advisory: assets under management

The assets under management (AUM) of Pinnacle Investment Advisory is $102.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $102.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.57 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pinnacle Investment Advisory for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pinnacle Investment Advisory

Michael Terry Turner has been acting as President since 1 Aug 2004. Miriam Sisk Baird joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pinnacle Financial Partners	Parent company	1 Aug 2004	75% - 100%	62-1812853
Michael Terry Turner	Director	1 Aug 2004	Other	3183842
Harold R Carpenter	Director	1 Aug 2004	Other	4847706
Miriam Sisk Baird	Head of recordkeeping	1 Jul 2006	Other	1382111
Harrison David Brockwell Kidd	Investment committee member	1 Jul 2006	Other	2553591
Hugh Maclin Johnston	President	1 Aug 2006	Other	1709690
Tracey Hill	Chief compliance officer	1 Aug 2006	Other	2779707
Hudson Berney Ragan	Head of financial planning	1 Aug 2006	Other	2289996
Robert Dolan Newman	Director	1 Nov 2007	Other	1096241
Miriam Sisk Baird	Secretary	1 Dec 2007	Other	1382111

Based in Nashville

The principal office where Pinnacle Investment Advisory performs its advisory services is located at 211 Commerce St, Nashville, TN 37201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-744-3715 or by fax 615-744-3815. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pnfp.com.