Pinnacle Advisory is an investment advisor in Columbia with $2.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201126571
SEC advisor number
801-43156
FINRA CRD number
107757
AUM ?
$2.32 bn
(as of 9 Mar 21)
Accounts
5,742
(as of 9 Mar 21)
Employees
45
(23 investment advisory or research)
Address
Pinnacle Advisory
6345 WOODSIDE COURT
SUITE 100
COLUMBIA
MD 21046
6345 WOODSIDE COURT
SUITE 100
COLUMBIA
MD 21046
Office hours
Monday - Friday, 8AM-5:30PM M-TH, 8AM-3PM FRI
Phone
410-995-6630
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hill, John, Robert | Chief Executive Officer | 07/2004 | 25-50% |
Mikulis, Dwight, Andrew | Managing Partner | 07/2004 | 25-50% |
Solow, Kenneth, Reid | Chairman of the Investment Committee | 07/2004 | 25-50% |
Kriebel, Debra, Cloud | Partner / Executive | 07/2004 | < 5% |
Vollaro, Richard, Donald | Partner | 01/2008 | < 5% |
Kitces, Michael, Ernest | Partner | 01/2012 | < 5% |
Mason, Joshua, Akeroyd | Partner / Executive | 01/2013 | < 5% |
Troll, Jeffrey, Keith | Partner / Executive | 05/2016 | < 5% |
Kauffman, David, Brad | Partner / Executive | 05/2016 | < 5% |
Wendell, Erin, Marie | Chief Compliance Officer, Chief Financial Officer | 01/2017 | < 5% |
Noble, Carl, Wesley | Chief Investment Officer | 09/2020 | < 5% |
Dillon, Sean, Patrick | Chief Investment Strategist | 09/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
5 Feb 20
13F-HR
Quarterly holdings report by institutional manager
17 Oct 19
13F-HR
Quarterly holdings report by institutional manager
6 Aug 19
13F-HR
Quarterly holdings report by institutional manager
26 Apr 19
13F-HR
Quarterly holdings report by institutional manager
8 Feb 19