Anthony Dionisio
Pinnacle Investment Advisors · Tulsa, Oklahoma
Anthony Dionisio is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma. Anthony charges a percentage of assets.
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Facts
| Firm | Pinnacle Investment Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model | Percentage of assets |
| Assets under management | $508.3M across 496 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8253707 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pinnacleholdings.net |
How Anthony's firm compares
- Pinnacle Investment Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 496 accounts).
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Questions about Anthony
Is Anthony Dionisio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Pinnacle Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a percentage of assets.
Where is Anthony Dionisio based?
Anthony Dionisio is based in Tulsa, Oklahoma.
Is Anthony Dionisio registered with the SEC?
Yes. Anthony Dionisio is registered as an investment adviser representative in OK (CRD 8253707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Investment Advisors manage?
Pinnacle Investment Advisors reports $508.3M across 496 accounts in assets under management.
How do I contact Anthony Dionisio?
Through Anthony's website, www.pinnacleholdings.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pinnacle Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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