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- Custodian
- Apex · Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-1996
- Office Locations
- 5
Office Locations
About Pinnacle Advisors
Pinnacle Advisors is an Ohio-based RIA providing comprehensive wealth management and planning for individuals and business owners, coordinating with clients’ broader financial teams through its Wealth Collaboration approach. Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income. Clients get access to a proprietary portal and Pinnacle Scorecards for real-time performance monitoring and goal-probability tracking.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Adam Jospeh Heichel
--
- CRD
- --
- Ownership
- 5% but less than 10%
KEITH ALLEN HEICHEL
Chief Executive Officer, President
- CRD
- #2058597
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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Scott Martin Brihn
Chief Operating Officer & Wealth Manager
- CRD
- #7690016
WILLIAM JOSEPH CUNNINGHAM
Financial Advisor
- CRD
- #1799567
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,120,981,548 | $534,791 |
| Non-Discretionary | $15,493,098 | $553,325 |
| Total | $2,136,474,646 | $534,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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