Joshua Gay
Pinnacle Wealth Advisors · Clackamas, Oregon
Joshua Gay 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.
Request an introduction to Joshua →
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 OR, TX, WA · CRD 8054721 |
| Exams passed | Series 66 (2025) |
| Firm size | 21 employees |
| Disclosures | None reported |
How Joshua's firm compares
- Pinnacle Wealth Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 2,956 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Gay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Pinnacle Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Gay based?
Joshua Gay is based in Clackamas, Oregon.
Is Joshua Gay registered with the SEC?
Yes. Joshua Gay is registered as an investment adviser representative in OR, TX and WA (CRD 8054721), 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 Joshua Gay?
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.
See something wrong? Request a correction. Read our methodology.