← Directory
PINNACLE PENSION CONSULTANTS LLC
CRD 133442File 801-68286
APPROVED
Filing as of Mar 5, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 65 | 64 | decreased by1 |
| Apr 1, 2026 | Clients | 66 | 65 | decreased by1 |
| Apr 1, 2026 | AUM | $1,519,390,565 | $2,169,070,234 | increased by$649,679,669 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 65 | 66 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,379,750,121 | $1,519,390,565 | increased by$139,640,444 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 65 | 66 | increased by1 |
| Apr 1, 2022 | Clients | 76 | 65 | decreased by11 |
| Apr 1, 2022 | AUM | $1,284,500,000 | $1,379,750,121 | increased by$95,250,121 |
| Apr 1, 2022 | Accounts | 75 | 65 | decreased by10 |
| 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 PENSION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINNACLE PENSION” 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.