Carl William Marker

Employer firm

Pinnacle Wealth Advisors CRD 117517

$550M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2025-10-28

OR RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2025-10-28

Branch Locations

8995 Se Otty Road, Portland, OR 97086 • United States

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ims Capital Management	Portland	OR	06/1988	09/2025
Pinnacle Wealth Advisors, Llc	Clackamas	OR	10/2025	Present
Ims Capital Management Llc	Portland	OR	10/2025	Present

06/1988 → 09/2025

Ims Capital Management

Portland, OR
10/2025 → Present

Pinnacle Wealth Advisors, Llc

Clackamas, OR
10/2025 → Present

Ims Capital Management Llc

Portland, OR

Previous Registrations

1989-03-13 → 2026-08-24

Ims Capital Management

Portland, OR

Other Businesses

OTTY PROPERTIES MANAGES A COUPLE OF APARTMENTS. CARL IS THE SOLE BUSINESS PERSON INVOLVED AND SPENDS A COUPLE OF HOURS A WEEK WORKING WITH THIS. IT STARTED A COUPLE OF YEARS AGO.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-09-22

S63 Uniform Securities Agent State Law Examination

1988-09-22

View on SEC IAPD