PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

CRD 282003File 801-110993

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$481.1M

Above cohort median (national)

Discretionary AUM

$478.8M

Non-discretionary $2.3M

Clients

708

1,348 accounts

Employees

Above cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 22, 2017
Principal office: 18867 N. THOMPSON PEAK PARKWAY, STE #225, SCOTTSDALE, AZ, 85255
Phone: 480-771-4301
Website: HTTP://PINPEAKPCG.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $481.1M
Discretionary AUM: $478.8M
Non-discretionary AUM: $2.3M
Discretionary accounts: 1,345
Non-discretionary accounts: 3
Total accounts: 1,348
AUM per client: $679K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$24.2M
Charitable organizations	Fewer than 5	$2.0M
High net worth individuals	119	$294.3M
Pension and profit sharing plans	6	$8.1M
Individuals (other than high net worth individuals)	570	$152.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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.