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PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD 109965File 801-113976
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$156.4M
Bottom 25% of cohort (national)
Discretionary AUM
$2.3M
Non-discretionary $154.1M
Clients
240
281 accounts
Employees
2
Bottom 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 2, 2018
- Principal office
- 2020 LINE AVENUE, SHREVEPORT, LA, 71104-2125
- Phone
- 318-221-7526
- Website
- HTTP://WWW.PLANWITHPAMG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $156.4M
- Discretionary AUM
- $2.3M
- Non-discretionary AUM
- $154.1M
- Discretionary accounts
- 18
- Non-discretionary accounts
- 263
- Total accounts
- 281
- AUM per client
- $652K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $12.1M |
| High net worth individuals | 61 | $76.3M |
| Pension and profit sharing plans | 4 | $9.4M |
| Individuals (other than high net worth individuals) | 172 | $58.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — NEGOTIABLE FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2026 | Clients | 232 | 240 | increased by8 |
| Apr 1, 2026 | AUM | $131,513,717 | $156,365,616 | increased by$24,851,899 |
| Apr 1, 2026 | Accounts | 232 | 281 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 242 | 232 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $98,664,261 | $131,513,717 | increased by$32,849,456 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 243 | 232 | decreased by11 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 305 | 242 | decreased by63 |
| Apr 1, 2022 | AUM | $136,443,255 | $98,664,261 | decreased by$37,778,994 |
| Apr 1, 2022 | Accounts | 309 | 243 | decreased by66 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PINNACLE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINNACLE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.