Pinnacle Asset Management Group, Corporation (inc.)
● SEC registered since 2018CRD 109965SEC# 801-113976Shreveport, LA
Reg. AUM
$156.4M
Employees
2
Accounts
281
Location
Shreveport, LA
Pinnacle Asset Management Group, Corporation (inc.) assets under management
Pinnacle Asset Management Group, Corporation (inc.) is an investment advisory firm registered with the SEC based in Shreveport, LA. The firm has been registered since 2018. It reports $156.4 million in regulatory assets under management and employs 2 people.
Pinnacle Asset Management Group, Corporation (inc.) owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Marie Decharles Control | Partner | 25-50% | 2004 |
| Diana Marie Decharles Control | Partner And Chief Compliance Officer | 50-75% | 1996 |
Frequently asked questions
How much does Pinnacle Asset Management Group, Corporation (inc.) manage?
Pinnacle Asset Management Group, Corporation (inc.) reports $156.4 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Asset Management Group, Corporation (inc.) have?
Pinnacle Asset Management Group, Corporation (inc.) reports 2 employees.
Where is Pinnacle Asset Management Group, Corporation (inc.) located?
Pinnacle Asset Management Group, Corporation (inc.) is based in Shreveport, LA and has been SEC-registered since 2018.
Does Pinnacle Asset Management Group, Corporation (inc.) disclose fund performance?
Pinnacle Asset Management Group, Corporation (inc.) is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2020 Line Avenue, Shreveport, LA 71104-2125 |
| Phone | 318-221-7526 |
| Fax | 318-221-7527 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.4M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$156.4Mregulatory AUM
Discretionary $2.3MNon-discretionary $154.1M