Pinnacle Wealth Advisors

Pinnacle Wealth Advisors (CRD# 132634) is a financial advisory firm headquartered in Nashville, TN. They manage $817,024,150 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
150 Third Avenue South, Ste 900, Nashville, TN 37201
https://www.pnfp.com/wealth-management/wealth-advisors/
By the Numbers
  • Total Assets Under Management
    817
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $3,094,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TN

Financial Advisors at Pinnacle Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
David James, financial advisor Nashville TN
David M. James
CRD#: 1843062
150 Third Avenue South, Ste 900, Nashville, TN 37201

David James (CRD# 1843062) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 30 years of experience in the finance industry.

2
Nathan Kurita, financial advisor Nashville TN
Nathan S. Kurita
CRD#: 4494159
150 Third Avenue South, Ste 900, Nashville, TN 37201

Nathan Kurita (CRD# 4494159) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 21 years of experience in the finance industry.

3
Charles Poston, financial advisor Nashville TN
Charles B. Poston
CRD#: 6836652
150 Third Ave South Suite 900, Nashville, TN 37215

Charles Poston (CRD# 6836652) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals