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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2016
- Office Locations
- 1
Office Locations
About Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC is a Dyersburg-based RIA. The firm has been operating for 10 years. Managing $95.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $687.0K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on August 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Pinnacle Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KAREN FAY HOUSE
Chief Compliance Officer
- CRD
- #4747860
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JEFF RUMMELLS
Investment Advisor Representative
- CRD
- #1441857
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,849,433 | -- |
| Non-Discretionary | $638,075 | -- |
| Total | $95,487,508 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pinnacle Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Pinnacle Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.