# PINNACLE WEALTH ADVISORS, LLC

PINNACLE WEALTH ADVISORS, LLC of CLACKAMAS, OR is an SEC-registered investment adviser.

## Registration

- CRD: 117517
- Type: SEC-registered investment adviser
- SEC file number: 801-116763
- Location: 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, 97015
- Phone: 503-654-5100
- Latest filing: 2026-07-16
- Regulatory AUM: $549.7M
- Discretionary AUM: $513.5M
- Non-discretionary AUM: $36.2M
- Clients: 21
- Accounts: 2,956

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Carl William Marker | SHAREHOLDER, PRESIDENT | — |
| Aaron Jacob Christopherson | PRESIDENT; PRESIDENT / CCO; PRESIDENT, CEO | — |
| Randy Earl Gay | SECRETARY; VICE PRESIDENT | — |
| Brian Andrew Timm | PRINCIPAL; PRINCIPAL/CCO; TREASURER | — |
| Christopher L Magana | SHAREHOLDER, SECRETARY | — |
| Adam Gladstone | CHIEF COMPLIANCE OFFICER | Portland, OR |
| BIRCH RAYMOND ALFRED | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| JOSSI STEVEN MICHAEL | VICE PRESIDENT | — |
| CHRISTOPHERSON AARON JACOB | PRESIDENT / CCO | — |
| GAY RANDY EARL | VICE PRESIDENT | — |
| Timm Brian Andrew | PRINCIPAL | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-04-23 | regulatory | WA. ENTERED A CONSENT ORDER WITH PINNACLE WEALTH ADVISORS, INC. (PWA) AND RAYMOND BIRCH ALLEGING THAT BIRCH VIOLATED WA STATE SECURITIES LAW BY OFFERING UNREGISTERED SECURITIES TO ADVISORY CLIENTS. WITHOUT ADMITTING OR DENYING THE ALLEGATION, BIRCH AND PWA AGREED TO CEASE AND DESIST FROM VIOLATING T… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117517/similar
- Related entities: https://search.stillhousedata.com/firm/117517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117517

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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.