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The fee is billed in advance.","source":"PINION ADVPART2A_20260519-FINAL, filed 19 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pinion Investment Advisors use?","answer":"Pinion Investment Advisors’ separately managed account assets are held at Charles Schwab (San Fransico, CA), with $767M, Assetmark Trust Company (Phoenix, AZ), with $55.4M and Fidelity Brokerage Services LLC (Smithfield, RI), with $11.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pinion Investment Advisors have?","answer":"Pinion Investment Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pinion Investment Advisors invest in?","answer":"At the end of its last fiscal year, Pinion Investment Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 11% U.S. government and agency bonds, 10% investment grade corporate bonds, 8% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pinion Investment Advisors?","answer":"Pinion Investment Advisors is owned through a chain of holding companies by Pinion, LLC. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}