# PINNACLE HOLDINGS, LLC

PINNACLE HOLDINGS, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 108086
- Type: SEC-registered investment adviser
- SEC file number: 801-57298
- Location: 1616 EAST 15TH STREET, TULSA, OK, 74120
- Phone: 918-582-6864
- Latest filing: 2026-03-05
- Regulatory AUM: $508.3M
- Discretionary AUM: $491.5M
- Non-discretionary AUM: $16.8M
- Clients: 7
- Accounts: 496

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Brett Kramer | MANAGING PARTNER | Tulsa, OK |
| David Monroe Poarch | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | Tulsa, OK |
| Susan Hoke Smith Burghart | MEMBER | — |
| James Andrew Posey | MEMBER | — |
| Dorothy Lou Roberts | PARTNER | — |
| Carol Virginia Poarch | PARTNER | — |
| Timothy Steven Posey | GENERAL COUNSEL; PARTNER | — |
| Aimee Nicole Boyer | PARTNER | — |
| Lamont Edward Cavanaugh | PARTNER | — |
| Ross Owen Swimmer | PARTNER | — |
| Jayme Don Fowler | INVESTMENT ADVISOR | — |
| SMITH SHERMAN E | MEMBER | — |
| POARCH DAVID MONROE | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| KRAMER ROBERT BRETT | MANAGING PARTNER | — |
| POSEY TIMOTHY STEVEN | GENERAL COUNSEL | — |
| FRYREAR JOHN EDWARD | MEMBER | — |
| POSEY JAMES ANDREW | MEMBER | — |
| ROBERTS LESLEY V | PARTNER | — |
| SWIMMER ROSS OWEN | PARTNER | — |
| BURGHART SUSAN SMITH | MEMBER | — |
| SMITH WILLIAM SHERMAN | MEMBER | — |
| WILLIAM SMITH S | MEMBER | — |
| BURGHART SUSAN S | MEMBER | — |
| WRIGHT BRENT WRAY | MEMBER | — |
| Roberts Dorothy L | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108086/similar
- Related entities: https://search.stillhousedata.com/firm/108086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108086

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.