Pinnacle Asset Management Group, Corporation (Inc.) is an SEC registered investment adviser organized as a corporation with a primary office location in Shreveport, LA. Its latest Form ADV filing, dated March 25, 2026, reports $156M in regulatory assets under management, 2 employees, and 281 accounts.
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
172
2
HNWI
25.4%
61
3
Pension Plans
1.7%
4
4
Corporations
1.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 25, 2026
Discretionary1.5%
$2M
1% of total RAUM1.5%
Non-discretionary98.5%
$154M
99% of total RAUM98.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$156M
Total Accounts281
10Y AUM Change+$44M (+39.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee120:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.