Pinnacle Financial Group LLC

Overview

Pinnacle Financial Group LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses and bills clients through a mix of percentage-of-AUM and fixed fees. Its reported investment posture is equity‑centric: exchange‑traded equities make up the bulk of deployed capital, and the firm supplements public equity exposure with mutual funds and select real estate alternatives. The adviser is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices