Pinnacle Asset Management Group, Corporation (Inc.) provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Pinnacle Asset Management Group, Corporation (Inc.) reports 240 clients. They include 172 individual clients, 61 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 1.5% ($2.28M across 18 accounts) are managed with discretion; $154M across 263 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 37% |
| High-net-worth individuals | 25% | 49% |
| Pension and profit-sharing plans | 2% | 6% |
| Corporations and other businesses | 1% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 172 | $58.6M | 37.5% | $340K |
| High-net-worth individuals | 61 | $76.3M | 48.8% | $1.25M |
| Pension and profit-sharing plans | 4 | $9.36M | 6.0% | $2.34M |
| Corporations and other businesses | 3 | $12.1M | 7.7% | $4.04M |
| Total | 240 | $156M | 100% | $652K |
- Clients
- 172
- Regulatory AUM
- $58.6M
- AUM share
- 37.5%
- Avg. per client
- $340K
- Clients
- 61
- Regulatory AUM
- $76.3M
- AUM share
- 48.8%
- Avg. per client
- $1.25M
- Clients
- 4
- Regulatory AUM
- $9.36M
- AUM share
- 6.0%
- Avg. per client
- $2.34M
- Clients
- 3
- Regulatory AUM
- $12.1M
- AUM share
- 7.7%
- Avg. per client
- $4.04M
Total
- Clients
- 240
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- $652K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Pinnacle Asset Management Group, Corporation (Inc.) is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly planning engagements
- Hourly planning services for limited-scope engagements are billed at $175 an hour.
Diana Decharles owns 50% to 75% of Pinnacle Asset Management Group, Corporation (Inc.). The leadership team of Pinnacle Asset Management Group, Corporation (Inc.) includes Chief Compliance Officer Diana Decharles. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Pinnacle Asset Management Group, Corporation (Inc.)
Diana Decharles
Control person · since January 1996
- Owns 25% to 50% of Pinnacle Asset Management Group, Corporation (Inc.)
Christina DeCharles
Control person · since September 2004
Pinnacle Asset Management Group, Corporation (Inc.)’s regulatory assets grew from $136M (May 2021) to $156M (March 2026); clients fell from 305 to 240 and employees from 5 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $156M | 240 | 2 | 1 |
| Feb 2025February 2025 | $132M | 232 | 3 | 1 |
| May 2024May 2024 | $112M | 289 | 4 | 1 |
| Jul 2023July 2023 | $102M | 233 | 4 | 1 |
| Mar 2022March 2022 | $98.7M | 242 | 4 | 1 |
| May 2021May 2021 | $136M | 305 | 5 | 1 |
Besides its headquarters, Pinnacle Asset Management Group, Corporation (Inc.) has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 2020 Line Avenue, ShreveportHQ
Contact and registration details
- Legal name
- Pinnacle Asset Management Group, Corporation (Inc.)
- Headquarters
- 2020 Line Avenue, Shreveport, LA 71104-2125
- Website
- Not reported
- Phone
- 318-221-7526
- SEC file
- 801-113976
- Structure
- Louisiana corporation
- Fiscal year end
- December
Pinnacle Asset Management Group, Corporation (Inc.)’s named custodian for separately managed accounts is Pershing ($154M). Pinnacle Asset Management Group, Corporation (Inc.) does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $154M100%
At year end, Pinnacle Asset Management Group, Corporation (Inc.)’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks3%
- Funds88%
- Bonds1%
- Cash8%
How many clients does Pinnacle Asset Management Group, Corporation (Inc.) have?
Pinnacle Asset Management Group, Corporation (Inc.) has 240 clients and manages $156 million for them, as of March 2026. They include 172 individual clients, 61 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Pinnacle Asset Management Group, Corporation (Inc.) offer?
Pinnacle Asset Management Group, Corporation (Inc.) provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pinnacle Asset Management Group, Corporation (Inc.) use?
Pinnacle Asset Management Group, Corporation (Inc.)’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $154M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Pinnacle Asset Management Group, Corporation (Inc.) have?
Pinnacle Asset Management Group, Corporation (Inc.) has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pinnacle Asset Management Group, Corporation (Inc.) invest in?
At the end of its last fiscal year, Pinnacle Asset Management Group, Corporation (Inc.)’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 3% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pinnacle Asset Management Group, Corporation (Inc.)?
Pinnacle Asset Management Group, Corporation (Inc.)’s direct owners are Diana Decharles (50% to 75%) and Christina DeCharles (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Pinnacle Asset Management Group, Corporation (Inc.) get paid?
Pinnacle Asset Management Group, Corporation (Inc.) is paid through a percentage of assets under management, hourly charges and other compensation. 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
How do I contact Pinnacle Asset Management Group, Corporation (Inc.)?
Pinnacle Asset Management Group, Corporation (Inc.)’s main office is at 2020 Line Avenue, Shreveport, LA 71104-2125. Its phone number is 318-221-7526.
