SourcingSourcing

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

A75
CRD 109965·SEC 801-113976·SHREVEPORT, LA
AUM
$156.4M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$469K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD
109965
SEC file #
801-113976
EIN
—
DBA names
—

Economics

AUM
$156.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.3M → $156.4M▲ +10%
Client mix
Individuals Other172
Individuals High Net Worth61
Pension Profit Sharing Plans4
Corporations3

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
SHREVEPORT LA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
planwithpamg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DECHARLES, DIANA, MARIE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DECHARLES, DIANA, MARIE
DeCharles, Christina, Marie
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PLANWITHPAMG.COM
Rdap Domain Creation Date
2013-02-26T00:58:59Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
1,377,534
Form 5500 Compensation Trajectory 3y
20251,377,534
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
1,377,534
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1113
Soi Zip Pct 200k Plus
0.0336
Soi Zip Returns 200k Plus
190
Soi Zip Total AGI
322,668
Fdic Zip Total Deposits
1,902,861,000
Fdic Zip Branch Count
68
Fdic Zip Top Banks
Community Bank of Louisiana
Hibernia National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Pioneer Bank & Trust CompanyShreveport, LA
Premier Bank National AssociationShreveport, LA
Fdic Zip HHI
3871.03
Fdic Zip Top Bank Share Pct
60.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-26T00:58:59Z
Rdap Domain Last Changed
2026-01-28T07:21:16Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,416
Returns2,110
Stub 2
AGI58,980
Returns1,660
Stub 3
AGI51,801
Returns850
Soi Zip Total Business Income
10,501
Soi Zip Total Cap Gains
11,271
Soi Zip Total Dividends
5,956
Soi Zip Total Returns
5,660
Top Owner CRD
1445529
Trust Company Affiliate
No

People (2)

2
DECHARLES, DIANA, MARIE
IAR · Direct Owner · 62.5%
1445529
DeCharles, Christina, Marie
IAR · Direct Owner · 37.5%
4626033