Pinnacle Holdings LLC

Pinnacle Holdings LLC, a Limited Liability Company based in Oklahoma, employs 11 professionals, where 7 occupy advisory positions and serves a single client. Having received SEC approval on February 29, 2000, the firm remains in good standing without any compliance issues.

• AIMEE N BOYER

  PARTNER owns less than 5%

• BRENT WRAY WRIGHT

  MEMBER owns more than 5% but less than 10%

• CAROL VIRGINIA POARCH

  PARTNER owns less than 5%

• DAVID MONROE POARCH

  MANAGING PARTNER/CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• DOROTHY L ROBERTS

  PARTNER owns less than 5%

• EDWARD V. ROBERTS

  PARTNER owns less than 5%

• JAMES ANDREW POSEY

  MEMBER owns more than 5% but less than 10%

• LAMONT EDWARD CAVANAUGH

  PARTNER owns less than 5%

• MIMOSA TREE CAPITAL INVESTMENT III, LLC

  PARTNER owns less than 5%

• NORMA M. KRAMER IRREVOCABLE TRUST

  PARTNER owns less than 5%

• ROBERT BRETT KRAMER

  MANAGING PARTNER owns more than 10% but less than 25%

• ROSS OWEN SWIMMER

  PARTNER owns less than 5%

• SUSAN HOKE SMITH BURGHART

  MEMBER owns more than 5% but less than 10%

• TIMOTHY STEVEN POSEY

  GENERAL COUNSEL owns less than 5%

• WILLIAM SHERMAN SMITH

  MEMBER owns more than 5% but less than 10%

• J.P. MORGAN SECURITIES LLC
  United States

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• Investing in 2022: Examining the Changes in Pinnacle Holdings, LLC's Fund Holdings