P
CRD: 106527
Pinnacle West Asset Management INC
Casper, WY, 82601
3072353300
$245.9M Total AUM
$245.9M Disc. AUM
13.1% 3Y CAGR
3 Employees
98 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1991
- Office Locations
- 1
Office Locations
152 N. Durbin Street Suite 400 Casper WY
About Pinnacle West Asset Management INC
Pinnacle West Asset Management INC is a Casper-based RIA. The firm has been operating for 34 years. Managing $245.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction, Tax Planning.
Team overview
45 AVG AGE
$82.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Element Atlas Beacon
Investment Themes
Foundation Beacon Alpha
Investment Vehicles
Crest
Services
Glacier Pioneer Catalyst north
Owner & Executives
T
TOM R CREAGER
Director of Finance, President
- CRD
- #4353051
- Ownership
- 50% but less than 75%
(598) 400-5349
summit.eagle@pathwaycapital.com
in linkedin.com/in/foundation-wave
R
ROGER W. WESNITZER
Owner, Portfolio Manager
- CRD
- --
- Ownership
- 25% but less than 50%
(697) 524-4966
catalyst.ember@fusioncapital.com
in linkedin.com/in/north-frontier
U
Unison delta
Harbor foundation oak
- CRD
- #67240
- Ownership
- 22.1%
(203) 637-6982
delta.legacy@beaconcapital.com
in linkedin.com/in/glacier-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,878,047 | $1,087,956 |
| Non-Discretionary | $0 | -- |
| Total | $245,878,047 | $1,087,956 |
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Separately Managed Accounts
Total SMA Asset: $245,878,047
Equity - Exchange:
10.6% Public Funds:
15.1% Cash:
26.5% U.S. Government/Agency:
12.0% Corporate - Investment Grade:
12.6% Municipal Bonds:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $374,539,006 | 10.6% |
| Public Funds | $533,541,414 | 15.1% |
| Cash | $936,347,515 | 26.5% |
| U.S. Government/Agency | $424,006,422 | 12.0% |
| Corporate - Investment Grade | $445,206,743 | 12.6% |
| Municipal Bonds | $819,745,748 | 23.2% |
| Total | $3,533,386,848 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH VITAL RADIAL | GLACIER RADIAL | 6O2OQXF9O | VMAPF | 8.37% | $83,058,583 |
| GLACIER BEACON INSIGHT | RIDGE OPTIMA | G7LRHE6MZ | KHLH | 7.33% | $28,842,525 |
| FOUNDATION VECTOR QUANTUM | VECTOR NORTH | RC1Q8MF85 | FRM | 8.75% | $66,053,028 |
| VECTOR DELTA SUMMIT | HORIZON GLACIER | 24WQM14OK | UDDK | 5.51% | $17,242,498 |
| ZENITH FUSION ELEMENT | FUSION HARBOR | 0SDVJVHJE | JCG | 7.18% | $38,213,219 |
| LEGACY PEAK | EAGLE CAPITAL | F1ZMQ2WIX | BTIXF | 7.63% | $12,237,582 |
| GLACIER MATRIX RIDGE | PRIME PEAK | VQ6RWE2KX | WYH | 4.16% | $83,798,345 |
| EAGLE VERTEX | GLACIER BRIDGE | DV1AWXC1U | FNEGK | 11.75% | $82,196,191 |