# David Poarch

> David Poarch is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma. David charges a percentage of assets.

Page: https://find.wellspent.co/advisors/david-poarch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pinnacle Investment Advisors
- **Based in:** Tulsa, Oklahoma
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $508.3M across 496 accounts
- **CRD:** 1572445 (https://adviserinfo.sec.gov/individual/summary/1572445)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 63 (1986), Series 65 (1995)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.pinnacleholdings.net

## Frequently asked questions

### Is David Poarch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David charges a percentage of assets.

### Where is David Poarch based?

David Poarch is based in Tulsa, Oklahoma.

### Is David Poarch registered with the SEC?

Yes. David Poarch is registered as an investment adviser representative in OK (CRD 1572445), 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 David Poarch?

Through David's website, www.pinnacleholdings.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1572445): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pinnacleholdings.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.