Robert Kramer
Pinnacle Investment Advisors · Tulsa, Oklahoma
Robert Kramer is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma. Robert 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 1934782 |
| Exams passed | Series 65 (1995) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pinnacleholdings.net |
How Robert'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 Robert
Is Robert Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Kramer based?
Robert Kramer is based in Tulsa, Oklahoma.
Is Robert Kramer registered with the SEC?
Yes. Robert Kramer is registered as an investment adviser representative in OK (CRD 1934782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pinnacle Investment Advisors manage?
Pinnacle Investment Advisors reports $508.3M across 496 accounts in assets under management.
How do I contact Robert Kramer?
Through Robert'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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