Joel Kantor
Pinnacle Investment Advisors · Tulsa, Oklahoma
Joel Kantor is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma. Joel 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 714198 |
| Exams passed | Series 63 (1983) · Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pinnacleholdings.net |
| Profile |
How Joel'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 Joel
Is Joel Kantor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel 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 Joel charge for financial advice?
Joel charges a percentage of assets.
Where is Joel Kantor based?
Joel Kantor is based in Tulsa, Oklahoma.
Is Joel Kantor registered with the SEC?
Yes. Joel Kantor is registered as an investment adviser representative in OK (CRD 714198), 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 Joel Kantor?
Through Joel'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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