$508.3M Total AUM
$491.5M Disc. AUM
-- 3Y CAGR
7 Employees
500 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1996
- Office Locations
- 2
Office Locations
1616 East 15th Street Tulsa OK
-- Tulsa OK
About Pinnacle Investment Advisors
Pinnacle Investment Advisors is a Tulsa-based RIA (founded 1996) providing portfolio management and financial planning with a risk-aware, customized approach. The firm runs proprietary strategies spanning blue-chip equities, small-cap value, convertibles/high yield, intermediate bonds, tax-exempt munis, and midstream energy/MLPs. Investment team includes a CFA CIO; accounts can be custodied at Schwab.
Team overview
62 AVG AGE
$84.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15.2 yrs AVG TENURE
7 Employees
6 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Accredited Investors
Foundation summit Element
Asset Classes
Legacy glacier Delta Summit Pioneer Harbor
Custodian
Legacy north Harbor peak Horizon vector
Investment Themes
Eagle Vital quantum
Investment Vehicles
Radial
Platform
Beacon signal Momentum catalyst
Services
Delta prime Beacon beacon Eagle Oak Peak fusion Eagle Radial Pioneer prime
Owner & Executives
ROBERT BRETT KRAMER
Chief Investment Officer, Managing Partner
- CRD
- #1934782
- Ownership
- 10% but less than 25%
(847) 627-7922
radial.vertex@summitcapital.com
in linkedin.com/in/catalyst-catalyst
DAVID MONROE POARCH
Chief Compliance Officer, Managing Partner
- CRD
- #1572445
- Ownership
- 10% but less than 25%
(505) 679-9810
wave.meridian@oakcapital.com
in linkedin.com/in/alpha-insight
M
Matrix beacon
Quantum vital horizon
- CRD
- #26575
- Ownership
- 14.2%
(620) 393-2016
catalyst.value@summitcapital.com
in linkedin.com/in/vertex-signal
Showing 2 of 11 owners & executives
Unlock allContacts
JOEL BERNARD KANTOR
Partner
- CRD
- #714198
(703) 721-5861
timber.value@foundationcapital.com
in linkedin.com/in/timber-delta
ROBERT WILIAM MOORE JR
Analyst
- CRD
- #2602111
(492) 260-3850
atlas.wave@frontiercapital.com
in linkedin.com/in/insight-prime
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,515,101 | $999,014 |
| Non-Discretionary | $16,818,323 | $4,204,581 |
| Total | $508,333,424 | $1,024,866 |
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Separately Managed Accounts
Total SMA Asset: $450,811,967
Equity - Exchange:
10.3% U.S. Government/Agency:
9.8% Corporate - Investment Grade:
16.9% Public Funds:
4.3% Private Funds:
13.7% Corporate - Non-Investment Grade:
15.0% Municipal Bonds:
14.9% Cash:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $114,256,516 | 10.3% |
| U.S. Government/Agency | $108,710,083 | 9.8% |
| Corporate - Investment Grade | $187,469,429 | 16.9% |
| Public Funds | $47,699,322 | 4.3% |
| Private Funds | $151,972,259 | 13.7% |
| Corporate - Non-Investment Grade | $166,392,985 | 15.0% |
| Municipal Bonds | $165,283,698 | 14.9% |
| Cash | $167,502,273 | 15.1% |
| Total | $1,109,286,565 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA LEGACY BEACON | FUSION MERIDIAN | 33QX77X5R | TYX | 6.19% | $6,928,854 |
| VECTOR OAK ATLAS | MOMENTUM GLACIER | RC0VDT5SQ | RTVLG | 4.92% | $103,055,858 |
| ZENITH PEAK | FOUNDATION CREST | SOHIMX1Z9 | UFE | 0.84% | $97,129,089 |
| ATLAS EAGLE WAVE | MOMENTUM DELTA | CJCDDLCLX | IXIRU | 3.83% | $66,343,646 |
| OPTIMA OPTIMA | BEACON CREST | WGHPSDBCN | CZK | 4.46% | $15,358,248 |
| PIONEER PRIME BEACON | HARBOR BEACON | HONYWWXBX | KAC | 3.44% | $67,654,864 |
| VERTEX MOMENTUM | CAPITAL ELEMENT | OL76T31BE | PEKU | 11.48% | $103,682,568 |
| NORTH PATHWAY | ELEMENT HARBOR | CG3N0BO8W | YKT | 4.37% | $98,102,350 |