WESTERN SPRINGS, ILCRD 116600Latest ADV March 17, 2026
Pinnacle Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Western Springs, IL. Its latest Form ADV filing, dated March 17, 2026, reports $673M in regulatory assets under management, 7 employees, 1 office, and 1,217 accounts.
Assets Under Management
$673M
Employees
7
Offices
1 office
Total Clients
394
Primary office
WESTERN SPRINGS, IL
823 BURLINGTON AVENUE, WESTERN SPRINGS, IL, United States
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
196
2
Individuals
49.2%
194
3
Pension Plans
0.5%
2
4
Charitable
0.3%
1
5
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$673Mas of March 17, 2026
Discretionary95.2%
$640M
95% of total RAUM95.2%
Non-discretionary4.8%
$32M
5% of total RAUM4.8%
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$673M
Total Accounts1,217
10Y AUM Change+$442M (+192.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* 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.