PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

CRD 109965File 801-113976

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$156.4M

Bottom 25% of cohort (national)

Discretionary AUM

$2.3M

Non-discretionary $154.1M

Clients

240

281 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.