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- Custodian
- Charles Schwab & Company · Equity Trust · Millennium Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Horizon alphaVital
- Established Date
- 12-18-1998
- Office Locations
- 7
Office Locations
About Pinnacle Wealth Advisors
Pinnacle Wealth Advisors is an independent RIA based in Clackamas, Oregon, providing customized portfolio management and financial planning for individuals and families, including business owners and entrepreneurs. The firm is technology-driven and fee-conscious, with a “client-first” orientation. Investment implementation commonly includes ETFs and public funds, and the team has experience with alternative and private market strategies. The team cites 85+ years of advisory experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON JACOB CHRISTOPHERSON
Partner, President, PRINCIPAL
- CRD
- #5289850
- Ownership
- Less than 5%
RANDY EARL GAY
Partner, PRINCIPAL, VICE PRESIDENT
- CRD
- #5642216
- Ownership
- Less than 5%
Timber delta
Optima capital
- CRD
- #86124
- Ownership
- 44.2%
Showing 2 of 4 owners & executives
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DANIEL ALLAN BELICA
Managing Director
- CRD
- #502448
Joshua Robert Keith Gay
--
- CRD
- #8054721
Ridge insight
Quantum ridge
- CRD
- #78299
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $513,476,194 | $175,487 |
| Non-Discretionary | $36,233,529 | $1,207,784 |
| Total | $549,709,723 | $185,964 |
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Separately Managed Accounts
Total SMA Asset: $549,709,723
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $375,030,978 | 4.2% |
| Equity - Exchange | $1,821,579,037 | 20.4% |
| Private Funds | $1,428,689,441 | 16.0% |
| Other | $1,571,558,385 | 17.6% |
| Derivatives | $1,616,204,930 | 18.1% |
| Cash | $526,829,231 | 5.9% |
| Equity - OTC | $1,589,417,005 | 17.8% |
| Total | $8,929,309,007 | 100.0% |
13F Holdings | Q1 2023
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY ATLAS | INSIGHT UNISON | 7T03GE20X | RHONR | 1.33% | $57,714,092 |
| LEGACY SUMMIT | MERIDIAN BRIDGE | 7EFR6L82C | BOX | 7.91% | $15,094,519 |
| PATHWAY VITAL | CAPITAL SUMMIT | 5VHH4KW8S | NSJE | 10.79% | $116,636,453 |
| MOMENTUM MOMENTUM HARBOR | INSIGHT INSIGHT | 14TTPQ4Z0 | DHSGI | 7.98% | $27,722,002 |
| WAVE OPTIMA | QUANTUM PIONEER | VJ8X80CYM | TSUBC | 6.32% | $106,642,197 |
| ZENITH VALUE FRONTIER | GLACIER PIONEER | 6TGME6F07 | BML | 8.20% | $117,375,136 |
| VECTOR ALPHA WAVE | ZENITH RIDGE | F53AFA4GG | PNGI | 1.87% | $30,110,754 |
| SUMMIT NORTH FUSION | PEAK GLACIER | FHTG4CCAY | DTP | 10.30% | $94,699,346 |