{"url":"https://nivawealth.com/firms/pineridge-advisors-315100","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/315100","regulatoryAum":504236169,"crd":"315100","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4434656","suffix":null,"lastName":"ALLGEYER","firstName":"MATTHEW","middleName":"PAUL"},{"crd":"6950068","suffix":null,"lastName":"Ammar","firstName":"Muhammad","middleName":null},{"crd":"7059944","suffix":null,"lastName":"BUEHLER","firstName":"ANDREW","middleName":"CHARLES"},{"crd":"2928651","suffix":null,"lastName":"Ferrara","firstName":"Christopher","middleName":"N"},{"crd":"5247387","suffix":null,"lastName":"JONES","firstName":"KYLE","middleName":"RANDALL"},{"crd":"7056888","suffix":null,"lastName":"Miener","firstName":"Megan","middleName":"Katherine"},{"crd":"6648815","suffix":null,"lastName":"Williamson","firstName":"Chandler","middleName":"Dalton"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-18","regulatoryAum":0,"clients":0,"employees":4,"offices":2},{"filedOn":"2022-07-05","regulatoryAum":223429344,"clients":383,"employees":8,"offices":2},{"filedOn":"2023-06-30","regulatoryAum":246012857,"clients":548,"employees":8,"offices":2},{"filedOn":"2024-07-02","regulatoryAum":393499399,"clients":806,"employees":10,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":436817116,"clients":843,"employees":10,"offices":2},{"filedOn":"2026-05-28","regulatoryAum":504236169,"clients":858,"employees":10,"offices":2}],"secFileNumber":"801-121800","legalName":"Pineridge 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BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning is a fixed fee of $500 to $10,000, set in the planning agreement and payable when the plan is delivered.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013895","versionId":1013895,"submittedOn":"2026-03-03","documentName":"PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:02:10.351296+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013895","versionId":1013895,"submittedOn":"2026-03-03"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013896","versionId":1013896,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":342157384},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":162078785}],"custodyNote":"Pineridge Advisors has custody of $207M in client assets for 736 clients.","leadership":[{"name":"Kyle Jones","title":"Managing Member, CCO","crd":"5247387"},{"name":"Matthew Allgeyer","title":"Managing Member","crd":"4434656"},{"name":"Peggyann Mueller","title":"Member","crd":"5223266"}],"ownership":[{"label":"Kyle Jones","detail":"Managing member, cco in the 25% to 50% ownership band and a control person, since July 2021."},{"label":"Matthew Allgeyer","detail":"Managing member in the 25% to 50% ownership band and a control person, since July 2021."},{"label":"Peggyann Mueller","detail":"Member in the 5% to 10% ownership band and a control person, since July 2021."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":2,"addresses":[{"street":"1520 South 5th Street, Suite 300","city":"St. Charles","headquarters":true},{"street":"12444 Powerscourt Drive","city":"St. Louis"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"636-573-1212","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":83},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"28 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/315100/PDF/315100.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013895","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pineridge Advisors have?","answer":"Pineridge Advisors has 858 clients and manages $504 million for them, as of May 2026. They include 726 individual clients and 132 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pineridge Advisors offer?","answer":"Pineridge Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Pineridge Advisors charge?","answer":"Pineridge Advisors charges up to 2.00% a year for its Investment management fees. The fee is billed in arrears and is negotiable.","source":"PART 2A BROCHURE, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pineridge Advisors use?","answer":"Pineridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $342M and Fidelity Brokerage Services LLC (Smithfield, RI), with $162M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pineridge Advisors have?","answer":"Pineridge Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pineridge Advisors invest in?","answer":"At the end of its last fiscal year, Pineridge Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 6% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pineridge Advisors?","answer":"Pineridge Advisors’ direct owners are Kyle Jones, Matthew Allgeyer and Peggyann Mueller, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 28 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pineridge Advisors get paid?","answer":"Pineridge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pineridge Advisors registered with the SEC?","answer":"Yes, Pineridge Advisors has been registered with the SEC as an investment adviser since 19 July 2021. Its CRD number is 315100 and its SEC file number is 801-121800.","source":"Form ADV Part 1A, Item 1, filed 28 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Pineridge Advisors?","answer":"Pineridge Advisors’ main office is at 1520 South 5th Street, Suite 300, St. Charles, MO 63303. Its phone number is 636-573-1212. Its website is fyracapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}