Brent W. Wright

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CRD#: 2865801

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brent Wray Wright was a registered financial professional .

Brent is a previously registered financial professional and started their career in finance in 1997. Brent had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. WRIGHT is employed by the Oklahoma Department of Commerce.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 28, 2023 - December 31, 2024

PINNACLE INVESTMENT ADVISORS

RIA

CRD#: 108086

TULSA, OK

Past

May 17, 2019 - February 22, 2023

NATIVE AMERICAN FUND ADVISORS LLC

RIA

CRD#: 108149

TULSA, OK

Past

May 16, 2019 - February 22, 2023

PINNACLE INVESTMENT ADVISORS

RIA

CRD#: 108086

TULSA, OK

Past

March 3, 1997 - December 31, 2018

NATIVE AMERICAN FUND ADVISORS LLC

RIA

CRD#: 108149

TULSA, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNACLE INVESTMENT ADVISORS

PINNACLE HOLDINGS LLC | PINNACLE INVESTMENT ADVISORS LLC | PINNACLE INVESTMENT ADVISORS | PINNACLE HOLDINGS, LLC

CRD#: 108086 / SEC#: 801-57298

RIA

Registered Investment Advisory firm - (2/29/2000 Approved)

Oklahoma

Registered Investment Advisory firm - (5/21/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/1997

Uniform Investment Adviser Law Examination

Current Firm

PINNACLE INVESTMENT ADVISORS

PINNACLE HOLDINGS LLC | PINNACLE INVESTMENT ADVISORS LLC | PINNACLE INVESTMENT ADVISORS | PINNACLE HOLDINGS, LLC

CRD#: 108086 / SEC#: 801-57298

RIA

Registered Investment Advisory firm - (2/29/2000 Approved)

Oklahoma

Registered Investment Advisory firm - (5/21/2010 Terminated)

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Contact information

Main Address

1616 East 15th Street, Tulsa, OK 74120

Mailing Address

Phone number

(918) 582-6864

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE INVESTMENT ADVISORS 4TH QUARTER 2024 BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts	468
AUM (Assets Under Management)	$ 455,171,633

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/06/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brent W. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PINNACLE INVESTMENT ADVISORS

NATIVE AMERICAN FUND ADVISORS LLC

PINNACLE INVESTMENT ADVISORS

NATIVE AMERICAN FUND ADVISORS LLC

Primary Firm SEC Registration

PINNACLE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/1997

Current Firm

PINNACLE INVESTMENT ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE INVESTMENT ADVISORS

TRUST BUT VERIFY

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