{
  "crd_number": 109965,
  "slug": "pinnacle-asset-management-group-corporation-inc-shreveport-la-109965",
  "primary_business_name": "PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)",
  "legal_name": "PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)",
  "dbas": [],
  "city": "Shreveport",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "43340",
  "metro": {
    "cbsa_code": "43340",
    "common_name": "Shreveport",
    "msa_name": "Shreveport-Bossier City, LA",
    "path": "/advisors/la/shreveport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-11-02",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 156365616.0,
  "raum_discretionary": 2280447.0,
  "raum_non_discretionary": 154085169.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 58563302.0,
      "count": 172
    },
    "pension_profit_sharing": {
      "raum": 9359358.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 76335633.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 12107323.0,
      "count": 3
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/PINNACLEASSETMANAGEMENTGROUP",
    "https://planwithpamg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109965",
  "city_as_filed": "SHREVEPORT",
  "url": "https://advisorcensus.com/firm/pinnacle-asset-management-group-corporation-inc-shreveport-la-109965",
  "display_name": "Pinnacle Asset Management Group, Corporation (Inc.)",
  "summary": "Pinnacle Asset Management Group, Corporation (Inc.) is an SEC-registered investment advisory firm in Shreveport, LA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Pinnacle Asset Management Group, Corporation (Inc.) (CRD 109965): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Pinnacle Asset Management Group, Corporation (Inc.) compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinnacle Asset Management Group, Corporation (Inc.) reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pinnacle Asset Management Group, Corporation (Inc.) located?",
      "a": "Pinnacle Asset Management Group, Corporation (Inc.)'s principal office is in Shreveport, LA, according to its Form ADV."
    },
    {
      "q": "Is Pinnacle Asset Management Group, Corporation (Inc.) registered with the SEC or a state?",
      "a": "Pinnacle Asset Management Group, Corporation (Inc.) is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 109965."
    },
    {
      "q": "How much does Pinnacle Asset Management Group, Corporation (Inc.) manage?",
      "a": "Pinnacle Asset Management Group, Corporation (Inc.) reports $156,365,616 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (1% discretionary)."
    },
    {
      "q": "How have Pinnacle Asset Management Group, Corporation (Inc.)'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pinnacle Asset Management Group, Corporation (Inc.): Regulatory assets under management: $136,443,255 in the October 2021 data and $156,365,616 in the October 2026 data, up 15%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinnacle Asset Management Group, Corporation (Inc.) serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (61); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Which custodians does Pinnacle Asset Management Group, Corporation (Inc.) use?",
      "a": "Pinnacle Asset Management Group, Corporation (Inc.)'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pinnacle Asset Management Group, Corporation (Inc.) report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109965"
    },
    {
      "q": "What changed in Pinnacle Asset Management Group, Corporation (Inc.)'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $131,513,717 to $156,365,616 (+19%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 136443255.0,
      "total_employees": 5,
      "filing_date": "2021-05-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 98664261.0,
      "total_employees": 4,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102237318.0,
      "total_employees": 4,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111673315.0,
      "total_employees": 4,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 131513717.0,
      "total_employees": 3,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 156365616.0,
      "total_employees": 2,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $131,513,717 to $156,365,616 (+19%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pinnacle-asset-management-group-corporation-inc-shreveport-la-109965.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 172,
      "fewer_than_5": false,
      "raum": 58563302.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 76335633.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 9359358.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 12107323.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109965",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}