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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS, LLC, CRD 287622

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cb620d6-27d9-b6fc-428f-2041f8955650

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2019 to Feb 6, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $172MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $172M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $57.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 73
Individual clients: 19
High net worth clients: 21
Custody, client assets: $103M
SEC number: 801-114877
CRD: 287622
Filings on the tape: 16
First filed: Feb 20, 2019
Latest filed: Feb 6, 2026
Organised: Limited Liability Company, ID

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BERT WAYNE ELLIS	n/a	BOISE, ID	9	17	3	no
Amanda Michelle Rasberry	n/a	BOISE, ID	7	14	n/a	no
Carolyn Lee Parkinson	n/a	BOISE, ID	1	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELLIS, BERT, WAYNE	MANAGING MEMBER	E	yes	01/2017	Feb 20, 2019	Mar 8, 2024
Rasberry, Amanda, Michelle	CHIEF COMPLIANCE OFFICER	Na	no	09/2019	Mar 19, 2020	Mar 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PINNACLE BENEFIT SOLUTIONS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$172M	$172M	3	3	0	n/a	n/a
2024	Mar 20, 2025	$171M	$171M	6	3	0	n/a	n/a
2023	Mar 8, 2024	$151M	$151M	5	2	0	n/a	n/a
2022	Mar 17, 2023	$127M	$127M	5	2	0	n/a	n/a
2021	Mar 10, 2022	$189M	$189M	2	2	0	n/a	n/a
2020	Feb 19, 2021	$165M	$165M	2	2	0	n/a	n/a
2019	Mar 19, 2020	$150M	$150M	2	2	0	n/a	n/a
2018	May 31, 2019	$108M	$108M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$172M	$171M	0.5%	$127M	10.5%	3	6	0	0

Relationships

Registered with (3)

← Carolyn Lee ParkinsonAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Amanda Michelle RasberryAdvisorregistration: current employment
May 23, 2019 to presentfactForm ADV
← BERT WAYNE ELLISAdvisorregistration: current employment
Mar 24, 2017 to presentfactForm ADV

Controls (1)

← ELLIS, BERT, WAYNEOwnerMANAGING MEMBER, ownership code E, individual
Feb 20, 2019 to Mar 8, 2024factForm ADV

Owns (1)

← Rasberry, Amanda, MichelleOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 19, 2020 to Mar 8, 2024factForm ADV

Dated events

Occurred
Feb 20, 2019
First Form ADV filing
Pinnacle Portfolio Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0cb620d6-27d9-b6fc-428f-2041f8955650
First observed: Feb 20, 2019
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS, LLC, CRD 287622

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cb620d6-27d9-b6fc-428f-2041f8955650

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BERT WAYNE ELLIS

n/a

BOISE, ID

Amanda Michelle Rasberry

n/a

BOISE, ID

n/a

Carolyn Lee Parkinson

n/a

BOISE, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELLIS, BERT, WAYNE

MANAGING MEMBER

yes

01/2017

Feb 20, 2019

Mar 8, 2024

Rasberry, Amanda, Michelle

CHIEF COMPLIANCE OFFICER

09/2019

Mar 19, 2020

Mar 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PINNACLE BENEFIT SOLUTIONS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$172M

n/a

2024

Mar 20, 2025

$171M

n/a

2023

Mar 8, 2024

$151M

n/a

2022

Mar 17, 2023

$127M

n/a

2021

Mar 10, 2022

$189M

n/a

2020

Feb 19, 2021

$165M

n/a

2019

Mar 19, 2020

$150M

n/a

2018

May 31, 2019

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$172M

$171M

0.5%

$127M

10.5%