PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Overview

Pinnacle Asset Management Group, Corporation is an independent registered investment adviser formed as a corporation and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that sources third‑party managers and constructs multi‑manager portfolios alongside in‑house advice. Its service mix includes financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing alongside hourly and other fee arrangements. The firm is not identified as an active ESG investor. Portfolio construction emphasizes public funds and mutual funds as the dominant sleeve, with the firm also allocating to external alternative managers across multiple strategies. The adviser appears to maintain mostly non‑discretionary relationships with clients, and it relies on third‑party custodial infrastructure to hold client assets.

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Investments & Alternatives

Location & Offices