Pinnacle Asset Management Group, Corporation (Inc.)
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,898,935
Clients
233
Advisors
2
of 2 employees
About
Pinnacle Asset Management Group provides financial planning, investment management, and related advisory services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm supports ongoing planning, portfolio reporting, and implementation assistance for a client base of a few hundred relationships and manages roughly $156 million in client assets.
The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite mix of mutual funds and ETFs, with investment selection guided by both fundamental and technical analysis and documented in client investment policy statements. Pinnacle typically operates on a non-discretionary basis—advising and recommending investments while clients retain final decision authority—and also offers access to third-party advisory programs when appropriate.
Compared with many peers, Pinnacle’s business is notable for the large majority of assets being managed non-discretionarily (approximately $154 million non-discretionary vs. about $2.3 million discretionary as of late 2025), and for providing investor education resources such as subscription periodicals, special reports and seminars/workshops. The firm’s advisors are also registered representatives of a broker-dealer, which enables in‑house product implementation but creates additional conflicts of interest that the firm discloses.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.55% $5,000,001+: Negotiable
Advisory Representatives may receive commissions as registered representatives of Kovack Securities Inc. and as licensed insurance agents for securities and insurance products.
Financial planning services hourly rate is $175 per hour.
Wrap accounts pay quarterly account fees in advance based on assets under management.
Account minimum: $6,000 Minimum fee: Removed minimum annual fee of $1,000 for asset management; minimum hourly fee for financial planning is $175 per hour. Fee-only: Financial planning services charged at $175 per hour.
Main office
2020 Line Avenue
Shreveport LA 71104-2125
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Pinnacle Asset Management Group · Pinnacle Asset Management Group LLC · Pinnacle Asset Management Group, Corporation (Inc.) · Pinnacle Asset Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Diana D
CFP®, Series 63, Series 65
Shreveport, LA
Pinnacle Asset Management Group, Corporation (Inc.)
Diana Decharles is a CFP® professional with 40 years of industry experience. She has been with Pinnacle Asset Management Group since 1996 and previously worked at Sagepoint Financial, INC and Osaic Wealth, Inc. Outside of her advisory role, she participates in seminars and workshops on succession planning for family businesses through the Centenary Center for Family Owned Business. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach, primarily using no-load or low-load mutual funds and ETFs, and manages most assets on a non-discretionary basis while clients retain final decision authority.
Christina D
Series 66
Shreveport, LA
Pinnacle Asset Management Group, Corporation (Inc.)
Christina De Charles is a financial advisor at Pinnacle Asset Management Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Kovack Securities, Inc., Osaic Wealth, Inc., and SAGEPOINT FINANCIAL. She serves as president of the Riverbrooke Homeowners Association, a nonprofit organization. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using no-load or low-load mutual funds and ETFs, primarily managing assets on a non-discretionary basis while maintaining client decision authority.
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