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| Pinnacle Financial Group LLC
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|---|---|
| CRD # | 116600 |
| SEC # | 801-71357 |
| CIK # | 0000910678, 0002056734, 0001511201, 0001520682 |
| AUM | $672.7 M (2026-03-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 708-246-6262 |
| Address | 823 Burlington Avenue Western Springs, IL 60558 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 20.1 | ||
| Alphabet Inc | 3.3 | ||
| Deckers Outdoor Corp | 2.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.4 | ||
| Facebook Inc | 0.7 | ||
| Nvidia Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 86.8 |
| (b) Individuals (high net worth individuals) | 196 | 578.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,217 | 672.7 |
| By Discretionary | ||
| Discretionary | 1,173 | 640.2 |
| Non-Discretionary | 44 | 32.5 |
| Total | 1,217 | 672.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 672.7 | |
| Total | 1,217 | 672.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000910678] | |
| 4 | [0001511201] | |
| D | [0001520682] | |
| 13F-HR | [0002056734] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Peterson Ellen Mae | |
| Peterson Terril Hedden | |
| Peterson Jeffrey Paul | |
| Digiliti Money Group Inc | |
| Pinnacle Investment Group LLC |
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|---|---|---|
|
Tounjian Advisory Partners LLC
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FL | 0.7 |
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Little House Capital LLC
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MA | 0.7 |
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Allegiance Financial Group Advisory Services LLC
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VA | 0.7 |
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Ballast Advisors LLC
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MN | 0.7 |
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Integral Investment Advisors Inc
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CA | 0.7 |
|
Firethorn Wealth Partners LLC
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GA | 0.7 |
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Presilium Private Wealth LLC
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PA | 0.7 |
|
ABS Legacy Partners LLC
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NC | 0.7 |
|
Havenshare Financial LLC
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|
0.7 | |
|
Lombard Advisers Incorporated
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MD | 0.7 |