Pinkerton Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Pinkerton Wealth reports 1,262 clients. They include 847 individual clients, 386 high-net-worth individuals, and 29 pension and profit-sharing plans. Of its assets, 92.5% ($1.33B across 13,333 accounts) are managed with discretion; $107M across 28 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 22% |
| High-net-worth individuals | 31% | 69% |
| Pension and profit-sharing plans | 2% | 9% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 847 | $320M | 22.2% | $378K |
| High-net-worth individuals | 386 | $989M | 68.7% | $2.56M |
| Pension and profit-sharing plans | 29 | $130M | 9.1% | $4.5M |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Total | 1,262 | $1.44B | 100% | — |
- Clients
- 847
- Regulatory AUM
- $320M
- AUM share
- 22.2%
- Avg. per client
- $378K
- Clients
- 386
- Regulatory AUM
- $989M
- AUM share
- 68.7%
- Avg. per client
- $2.56M
- Clients
- 29
- Regulatory AUM
- $130M
- AUM share
- 9.1%
- Avg. per client
- $4.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 1,262
- Regulatory AUM
- $1.44B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Pinkerton Wealth charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning through Wealth.com
- A one-time fee of $1,000 to $2,000, which is negotiable.
- Financial Planning Services
- Financial planning is billed hourly, generally $50 to $400 per hour, or as a fixed fee, typically $500 to $150,000.
Pinkerton Family Heritage Limited Partnership owns 25% to 50% of Pinkerton Wealth. The leadership team of Pinkerton Wealth includes President Kathryn Pinkerton, Chief Operating Officer Ronald Glendening and Chief Compliance Officer Gery Sadzewicz. It has 49 employees, 16 of them in advisory roles.
Staff
- 49 employees
- 16 in advisory functions
- 12 state-registered reps
- 5 broker-dealer reps
- 9 insurance agents
- Owns 75% or more of Pinkerton Wealth, LLC
Daniel W. and Kathryn E. Pinkerton Living Trust
Control person · since September 1996
- Owns 50% to 75% of Pinkerton Wealth, LLC
Kathryn Pinkerton
Control person · since September 1996
- Owns 50% to 75% of Pinkerton Wealth, LLC
Daniel Pinkerton
Control person · since September 1996
- Owns 25% to 50% of Pinkerton Wealth, LLC
Pinkerton Family Heritage Limited Partnership
Control person · since September 1996
- Owns 25% to 50% of Pinkerton Wealth, LLC
Pinkerton Financial Corporation, Inc.
Control person · since September 1996
- Owns 25% to 50% of Pinkerton Wealth, LLC
Pinkerton Investments, Inc.
Control person · since September 1996
Pinkerton Wealth’s regulatory assets grew 1.9× from $764M (April 2021) to $1.44B (September 2026); clients rose from 754 to 1,262 and employees from 25 to 49. Between 2013 and 2022, 3 advisory firms joined it. The most recent was W. E. Sherman and Co., in 2022.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.44B | 1,262 | 49 | 8 |
| May 2025May 2025 | $1.25B | 1,152 | 45 | 5 |
| Apr 2024April 2024 | $1.02B | 822 | 20 | 3 |
| Jun 2023June 2023 | $892M | 835 | 21 | 3 |
| Jul 2022July 2022 | $1.02B | 771 | 34 | 2 |
| Apr 2021April 2021 | $764M | 754 | 25 | 2 |
Firms that joined
20221 joined
- W. E. Sherman and Co.No filed AUM
20132 joined
- Abridge Partners LLC (Spokane office)No filed AUM
- Pinkerton Wealth Management (Cleveland, OH)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Pinkerton Wealth has 7 offices (3 private residences, listed without an address), with 5 listed addresses across 5 states.
Hawaii · 1 listed address
- 1003 Bishop St, Honolulu
Idaho · 1 listed address
- 2000 John Loop, Coeur D'AleneHQ
Missouri · 1 listed address
- 177 Chesterfield Business Parkway, Chesterfield
Tennessee · 1 listed address
- 555 Marriott Drive, Nashville
Texas · 1 listed address
- 2040 N Loop 336 West, Conroe
Other business names
Pinkerton Wealth has reported 9 other business names to the SEC.
- CMR Financial Advisors
- Kristopher Curtis Financial
- Linked Wealth
- Ostlund Wealth Advisors
- Pinkerton Retirement Specialists
- Pinkerton Wealth Management
- Robert Olsen Investment Group, LLC
- Stoecklein Financial Services
- Wootton Financial Group
Contact and registration details
- Legal name
- Pinkerton Wealth, LLC
- Headquarters
- 2000 John Loop, Coeur D'Alene, ID 83814
- Website
- Not reported
- Phone
- 800-634-2008
- SEC file
- 801-71563
- Founded
- 1987
- Structure
- Idaho LLC
- Fiscal year end
- December
Pinkerton Wealth’s named custodians for separately managed accounts are Charles Schwab ($1.31B, 99%) and Assetmark ($18.1M, 1%). Pinkerton Wealth has custody of $80.4M for 232 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.31B99%
- AssetmarkAssetmark · Concord, CA · $18.1M1%
At year end, Pinkerton Wealth’s separately managed accounts were mostly in funds (66%) and stocks (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.16B across 103 positions; the largest are iShares TR (16.1%), iShares TR (16.0%) and iShares TR (15.9%).
What the accounts hold
- Stocks27%
- Funds66%
- Registered funds64%
- Pooled vehicles2%
- Cash7%
How many clients does Pinkerton Wealth have?
Pinkerton Wealth has 1,262 clients and manages $1.44 billion for them, as of September 2026. They include 847 individual clients, 386 high-net-worth individuals, and 29 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Pinkerton Wealth offer?
Pinkerton Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Pinkerton Wealth charge?
Pinkerton Wealth charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE, filed 6 July 2026
Which custodians does Pinkerton Wealth use?
Pinkerton Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.31B and Assetmark (Concord, CA), with $18.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Pinkerton Wealth have?
Pinkerton Wealth has 12 investment adviser representatives registered with state securities authorities, out of 49 employees, and 16 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 9 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
What does Pinkerton Wealth invest in?
At the end of its last fiscal year, Pinkerton Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 7% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pinkerton Wealth have a minimum investment?
Yes, Pinkerton Wealth’s minimum account size for its Asset Management Services is $500K.
Source: FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE, filed 6 July 2026
Who owns Pinkerton Wealth?
Pinkerton Wealth’s direct owners are Pinkerton Family Heritage Limited Partnership (25% to 50%), Pinkerton Financial Corporation, Inc. (25% to 50%), Pinkerton Investments, Inc. (25% to 50%), Kathryn Pinkerton (50% to 75%), Daniel Pinkerton (50% to 75%), and Daniel W. and Kathryn E. Pinkerton Living Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Pinkerton Wealth get paid?
Pinkerton Wealth is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pinkerton Wealth?
Pinkerton Wealth’s main office is at 2000 John Loop, Coeur D'Alene, ID 83814. Its phone number is 800-634-2008.