David Poarch
Pinnacle Investment Advisors · Tulsa, Oklahoma
David Poarch is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma. David 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 1572445 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pinnacleholdings.net |
| Profile |
How David'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 David
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.
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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