CRD: 283919
Pinnacle Wealth Management, LLC
Dyersburg, TN, 38024
7312874646
$95.5M Total AUM
$94.8M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2016
- Office Locations
- 1
Office Locations
600 U.s. HWY 51 Byp. E. Dyersburg TN
About Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC is a Dyersburg-based RIA. The firm has been operating for 9 years. Managing $95.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$47.7M AVG AUM / ADVISOR
$687.0K AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Value
Investment Themes
Peak Vital
Investment Vehicles
Legacy
Services
Signal Horizon Zenith Peak north Wave catalyst Element
Owner & Executives
K
KAREN FAY HOUSE
Chief Compliance Officer
- CRD
- #4747860
- Ownership
- Less than 5%
(213) 625-2384
catalyst.prime@deltacapital.com
in linkedin.com/in/timber-ember
Showing 1 of 1 owners & executives
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JEFF RUMMELLS
--
- CRD
- #1441857
(372) 500-8450
eagle.vital@vectorcapital.com
in linkedin.com/in/pioneer-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $95,487,508
Public Funds:
8.6% Corporate - Investment Grade:
28.1% Equity - Exchange:
7.9% Cash:
35.1% Municipal Bonds:
6.3% U.S. Government/Agency:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $517,879,506 | 8.6% |
| Corporate - Investment Grade | $1,692,141,176 | 28.1% |
| Equity - Exchange | $475,726,523 | 7.9% |
| Cash | $2,113,671,006 | 35.1% |
| Municipal Bonds | $379,376,847 | 6.3% |
| U.S. Government/Agency | $843,059,660 | 14.0% |
| Total | $6,021,854,718 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE OAK | HARBOR MOMENTUM | 8RINSSQ3N | BZWJ | 5.18% | $57,991,144 |
| EAGLE MOMENTUM | PEAK ALPHA | JEMSERPDK | CPU | 6.10% | $73,251,383 |
| EMBER UNISON | SIGNAL CREST | RSLMNX2GF | MIOD | 2.09% | $51,782,361 |
| PRIME PEAK | PATHWAY INSIGHT | E6B0PCH0S | ZZS | 5.14% | $63,054,559 |
| MOMENTUM QUANTUM | UNISON TIMBER | RAM9E7OJD | CQRWN | 2.56% | $93,767,762 |
| FUSION PEAK | HARBOR HARBOR | 191XINMS4 | TBRO | 7.26% | $5,676,552 |
| QUANTUM HORIZON | CREST WAVE | S008HVD9D | IXAPQ | 7.11% | $59,839,783 |
| SIGNAL VITAL CAPITAL | SIGNAL SUMMIT | J77HBKMAZ | YKJWG | 2.66% | $59,216,646 |