Pinnacle Investment Advisors
pinnacleholdings.net Direct investor
Pinnacle Investment Advisors is an independent registered investment advisory firm based in Tulsa, Oklahoma. It manages customized portfolios for clients using proprietary strategies and also manages three private investment funds.
Pinnacle Investment Advisors is an asset manager headquartered in Tulsa, United States. It invests directly in companies, in public equities, bonds, convertible securities and high yield.
“Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return.”
— Pinnacle Investment Advisors, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Tulsa, United States
- Sectors
- public equities, bonds, convertible securities, high yield, midstream energy, municipal bonds
Team, as Pinnacle Investment Advisors publishes it
- David Poarch Managing Partner
- Brett Kramer, CFA Managing Partner
- Joel Kantor Partner, Financial Planner
- Aimee Boyer, J.D., CFP Partner, Financial Planner/Portfolio Manager
- Robert Moore Financial Analyst/Trader
- Charlie Dionisio Financial Analyst/Equity Trader
Names and roles exactly as listed on pinnacleholdings.net. Nothing else about these people is recorded.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 6 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- Andina Advisors 1 shared company: bdreporting.com
- Cerity Partners Ventures 1 shared company: bdreporting.com
- Certuity, LLC 1 shared company: bdreporting.com
- Concorde Investment Management 1 shared company: bdreporting.com
- Sandstone Asset Management 1 shared company: bdreporting.com
- Seamans Capital Management, LLC 1 shared company: bdreporting.com
Where this comes from
Every fact above was read from a page Pinnacle Investment Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.pinnacleholdings.net/name, type, sectors, thesis_quote, description, status, confidence
- https://www.pinnacleholdings.net/private-fundsis_investor, layer
- https://www.pinnacleholdings.net/who-we-arehq_country, hq_city
- https://www.pinnacleholdings.net/management-teampeople
Record 8326 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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