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PINNACLE PENSION CONSULTANTS LLC
CRD 133442File 801-68286
APPROVED
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.17B
Top 25% of cohort (national)
Discretionary AUM
$279.4M
Non-discretionary $1.89B
Clients
64
66 accounts
Employees
3
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 20, 2007
- Principal office
- 1492 HIGHLAND AVE., SUITE 9, NEEDHAM, MA, 02492
- Phone
- 857-302-4105
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.17B
- Discretionary AUM
- $279.4M
- Non-discretionary AUM
- $1.89B
- Discretionary accounts
- 23
- Non-discretionary accounts
- 43
- Total accounts
- 66
- AUM per client
- $33.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 64 | $2.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER CONSULTATION
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 64 |
| 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.