Wealth manager, independent · Wichita, KS
Pinion Wealth Management, LLC
Pinion Investment Advisors, LLC · SEC-registered investment adviser · CRD 114556 · SEC 801-63322
At a glance
Pinion Wealth Management, LLC is an SEC-registered investment adviser based in Wichita, Kansas, with $837 million in regulatory assets under management as of its Form ADV filed May 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 496 individual clients. By Form ADV it is a wealth manager, ranked 1,834th of 8,915 wealth managers and 5,946th of 17,210 SEC-registered advisers by assets.
Main office 316-682-8344pinionwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $837M
- Rank among wealth managers
- #1,834 of 8,915
- Rank among all SEC RIAs
- #5,946 of 17,210
- Rank in Kansas
- #49 of 134
- Individual clients
- 496
- High-net-worth clients
- 146
- Accounts
- 1,599
- Discretionary
- 93% of AUM
- Employees
- 12
- Advisory staff
- 8
- Offices
- 4
Owners and executives on its Form ADV
- Blake P. AllenPresident
- Sheryl A. MeyerChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Pinion Wealth Management, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Kcoe Capital LLC.
- Kcoe Capital LLC ↗CRD 104609
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, May 2026
Its Form ADV brochure (filed May 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Our advisory representatives are also registered representatives of Purshe Kaplan Sterling Investments (PKS), a full-service broker/dealer and member of FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 146 | $427M | 51% |
| Corporations or other businesses | 107 | $309M | 37% |
| Individuals | 350 | $88M | 11% |
| Pension and profit sharing plans | 5 | $7M | <1% |
| Charitable organizations | 7 | $6M | <1% |
Disciplinary disclosures
Pinion Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pinionwealth.com ↗
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The full record on Pinion Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,995 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Pinion Wealth Management, LLC manage?
Pinion Wealth Management, LLC reports $837 million in regulatory assets under management across 1,599 accounts, 93% of it on a discretionary basis, on its Form ADV filed May 19, 2026.
What kind of firm is Pinion Wealth Management, LLC?
Pinion Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pinion Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($427 million, 146 clients); corporations or other businesses ($309 million, 107 clients); individuals ($88 million, 350 clients).
Does Pinion Wealth Management, LLC have any disciplinary history?
Pinion Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pinion Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →