# Pinecrest Advisory Services, LLC

> Pinecrest Advisory Services, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2025.

- CRD: 334030
- Filed as: PINECREST ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334030
- AdvisorCensus page: https://advisorcensus.com/firm/pinecrest-advisory-services-llc-dallas-tx-334030

## Quick answers

**How is Pinecrest Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinecrest Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pinecrest Advisory Services, LLC located?**
Pinecrest Advisory Services, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Pinecrest Advisory Services, LLC registered with the SEC or a state?**
Pinecrest Advisory Services, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334030.

**How much does Pinecrest Advisory Services, LLC manage?**
Pinecrest Advisory Services, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 20, 2025.

**Does Pinecrest Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334030

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinecrest Advisory Services, LLC (CRD 334030): Form ADV filing data as of October 2026.