$1.4B Total AUM
$1.3B Disc. AUM
10.1% 3Y CAGR
49 Employees
1,262 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison timberVital fusion +more
- Established Date
- 09-01-1996
- Office Locations
- 8
Office Locations
1003 Bishop ST Suitte 2620 Honolulu HI
177 Chesterfield Business Parkway Chesterfield MO
2000 John Loop Coeur D'alene ID
About Pinkerton Wealth Partners
Pinkerton Wealth Partners (Pinkerton Wealth, LLC) is an SEC-registered RIA providing financial planning and investment management, with an emphasis on active, risk-managed portfolio construction using ETFs and mutual funds. Through affiliated Sherman Portfolios, it offers proprietary algorithmic strategies with patented exit-signal technology (Advance & Protect). Based in Coeur d’Alene with 7 locations nationwide, including Honolulu.
Team overview
44 AVG AGE
$89.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
49 Employees
16 Advisory Reps
12 RIA Reps
29yrs Firm Age
Insights
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Accredited Investors
Timber
Asset Classes
Signal Pioneer Alpha summit Peak bridge Atlas Oak delta Wave zenith
Client Personas
Wave Vital element
CRM
Wave element Ridge
Custodian
Ember timber Ridge unison Harbor Unison Ember Alpha Glacier vital Bridge Crest oak Summit
Investment Themes
Oak crest Eagle legacy Foundation Momentum meridian
Investment Vehicles
Pathway Harbor capital Zenith
Platform
Ember capital Legacy signal
Services
Vector vector Catalyst oak Pathway Ridge Radial summit Bridge foundation Bridge alpha Ridge Prime
Technology
Foundation horizon Vertex Crest capital Capital signal Optima ridge North
Owner & Executives
RONALD LEE GLENDENING
Board of Directors, CHIEF OPERATING OFFICER
- CRD
- #4468165
- Ownership
- Less than 5%
(931) 971-6857
harbor.timber@quantumcapital.com
in linkedin.com/in/beacon-vital
DANIEL WALTER PINKERTON
Chief Executive Officer, Financial Advisor, Managing Member, President
- CRD
- #2128422
- Ownership
- Less than 5%
(743) 513-7690
horizon.timber@pioneercapital.com
in linkedin.com/in/north-pathway
T
Timber value
Ridge foundation oak
- CRD
- #33258
- Ownership
- 27.7%
(900) 744-9458
atlas.catalyst@eaglecapital.com
in linkedin.com/in/prime-vertex
Showing 2 of 5 owners & executives
Unlock allContacts
J
Joshua William Brands
--
- CRD
- #7795831
(521) 461-1167
zenith.optima@ridgecapital.com
in linkedin.com/in/bridge-vector
R
Richard Thomas Breedlove
--
- CRD
- #8239335
(849) 968-3766
momentum.optima@pathwaycapital.com
in linkedin.com/in/insight-timber
O
Oak alpha
Timber momentum
- CRD
- #20480
(457) 801-5750
bridge.harbor@northcapital.com
in linkedin.com/in/meridian-vertex
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,331,639,111 | $99,875 |
| Non-Discretionary | $107,443,738 | $3,837,276 |
| Total | $1,439,082,849 | $107,708 |
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Separately Managed Accounts
Total SMA Asset: $1,439,082,849
Public Funds:
28.7% Equity - Exchange:
23.9% Cash:
22.6% Private Funds:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $283,563,696 | 28.7% |
| Equity - Exchange | $236,138,409 | 23.9% |
| Cash | $223,294,060 | 22.6% |
| Private Funds | $245,030,649 | 24.8% |
| Total | $988,026,814 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST ALPHA | RIDGE PATHWAY | QYNOX0T7Z | HODZH | 6.04% | $30,847,477 |
| ATLAS SIGNAL HARBOR | OAK DELTA | 0FF27Q5ZH | CPTHR | 5.26% | $12,763,881 |
| FUSION INSIGHT | BRIDGE TIMBER | V80XU6I8E | LZCUD | 7.28% | $76,290,261 |
| FOCUS VERTEX | SUMMIT HARBOR | 9ZRSGGSMA | TAYBZ | 11.40% | $118,321,581 |
| NORTH PATHWAY FOCUS | VECTOR CAPITAL | NMDEO9NE0 | TXGY | 5.75% | $25,596,575 |
| GLACIER RADIAL FOUNDATION | HARBOR PRIME | 0CFAUGQJA | ZVT | 0.69% | $41,411,590 |
| CAPITAL RADIAL MATRIX | FUSION CATALYST | S32J28P3X | YPN | 5.40% | $25,492,672 |
| OPTIMA QUANTUM WAVE | MATRIX VALUE | G4TWASP3X | TYC | 7.56% | $48,827,138 |