Firm profile

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SCOTTSDALE, AZCRD 282003Latest ADV February 27, 2026

Pinnacle Peak Private Client Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated February 27, 2026, reports $481M in regulatory assets under management, 6 employees, 1 office, and 1,348 accounts.

Assets Under Management
$481M
Employees
6
Offices
1 office
Total Clients
708
Primary office
SCOTTSDALE, AZ
18867 N. THOMPSON PEAK PARKWAY, STE #225, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBrian P. Jack

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
570
2
HNWI
16.8%
119
3
Corporations
1.7%
12
4
Pension Plans
0.8%
6
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$481Mas of February 27, 2026
Discretionary99.5%
$479M
100% of total RAUM99.5%
Non-discretionary0.5%
$2M
0% of total RAUM0.5%
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.

Total AUM$481M
Total Accounts1,348
10Y AUM Change+$364M (+310.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee118:1
10Y Employee Change+3 (+100.0%)

* 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.