# PINNACLE WEALTH ADVISORS

PINNACLE WEALTH ADVISORS of NASHVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 132634
- Type: SEC-registered investment adviser
- SEC file number: 801-67352
- Location: 21 PLATFORM WAY S, STE 2300, NASHVILLE, TN, 37203
- Phone: 615-743-8271
- Latest filing: 2025-03-05
- Regulatory AUM: $936.5M
- Discretionary AUM: $936.5M
- Clients: 6
- Accounts: 259

## Business model

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

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| James Bertram Morris | CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | Portland, OR |
| David Morris James | CHIEF COMPLIANCE OFFICER | — |
| Jeffery Dewayne Eubanks | DIRECTOR | — |
| Nathan Shioji Kurita | BOARD MEMBER, PRESIDENT | — |
| David Kirk Allen | DIRECTOR | — |
| John David Cannon | DIRECTOR | — |
| ADAMS ROBERT WILLIAM | BACKUP TRADER; CHIEF COMPLIANCE OFFICER; TRADER | — |
| CARPENTER ROY R | DIRECTOR | — |
| TURNER MICHAEL TERRY | DIRECTOR | — |
| JOHNSTON HUGH MACLIN | CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER; PRESIDENT; PRESIDENT, PORTFOLIO MANAGER (+1 more) | — |
| HILL TRACEY | CHIEF COMPLIANCE OFFICER | — |
| RAGAN HUDSON BERNEY | HEAD OF FINANCIAL PLANNING | — |
| BAIRD MIRIAM SISK | HEAD OF RECORDKEEPING; SECRETARY; SECRETARY, HEAD OF RECORDKEEPING, ASSISTANT PORTFOLIO MGR (+1 more) | — |
| KIDD HARRISON DAVID BROCKWELL | INVESTMENT COMMITTEE MEMBER | — |
| NEWMAN ROBERT DOLAN | DIRECTOR | — |
| STURGEON BRICK WENDELL | GENERAL AFFILIATION | — |
| PIERCE MELISSA LYNN | CHIEF COMPLIANCE OFFICER | — |
| JENNY DONALD K | DIRECTOR | — |
| LAUGHLIN STEVE | INVESTMENT COMMITTEE MEMBER; INVESTMENT COMMITTEE MEMBER, TRADER; PORTFOLIO MANAGER, TRADER | — |
| LEHMAN RALPH HAMILTON | INVESTMENT COMMITTEE MEMBER | — |
| MASHBURN GRAVES WILLIS | INVESTMENT COMMITTEE MEMBER; PORTFOLIO MANAGER | — |
| QUEENER HUGH M | DIRECTOR | — |
| BRICKER CHRIS | INVESTMENT COMMITTEE MEMBER, PORTFOLIO MGR. | — |
| EUBANKS JEFFERY DEWAYNE | DIRECTOR | — |
| KURITA NATHAN SHIOJI | BOARD MEMBER; BOARD MEMBER, PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132634/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132634/similar
- Related entities: https://search.stillhousedata.com/firm/132634/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132634

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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.