Carl Marker
Pinnacle Wealth Advisors · Clackamas, Oregon
Carl Marker is a fee-only financial advisor at Pinnacle Wealth Advisors in Clackamas, Oregon. Pinnacle Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pinnacle Wealth Advisors |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $549.7M across 2,956 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1886007 |
| Exams passed | Series 63 (1988) |
| Firm size | 21 employees |
| Disclosures | None reported |
How Carl's firm compares
- Pinnacle Wealth Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 2,956 accounts).
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Questions about Carl
Is Carl Marker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Pinnacle Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Pinnacle Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Marker based?
Carl Marker is based in Clackamas, Oregon.
Is Carl Marker registered with the SEC?
Yes. Carl Marker is registered as an investment adviser representative in TX (CRD 1886007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Wealth Advisors manage?
Pinnacle Wealth Advisors reports $549.7M across 2,956 accounts in assets under management.
How do I contact Carl Marker?
Contact details aren't on file yet. Search for Pinnacle Wealth Advisors.
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
- 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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