CRD: 116600
Pinnacle Financial Group LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ZenithFrontier prime
- Established Date
- 02-01-2001
- Office Locations
- 1
Office Locations
About Pinnacle Financial Group LLC
Pinnacle Financial Group is a fee-only, fiduciary financial planning and wealth management firm (NAPFA member) built around an education-first, collaborative advice process. The team includes multiple CFP professionals and a CFA, constructing diversified portfolios using public funds and ETFs with asset allocation and fixed income capabilities. Custody is commonly at Schwab and Fidelity.
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Investment Themes
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Owner & Executives
DANIEL BRIAN FITZGERALD
Certified Financial Planner, Managing Member
- CRD
- #5322909
- Ownership
- Less than 5%
VINCENT HARAMBASIC III
Certified Financial Planner, Managing Member
- CRD
- #4992961
- Ownership
- Less than 5%
Momentum ember
Unison harbor
- CRD
- #49540
- Ownership
- 27.2%
Showing 2 of 3 owners & executives
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SEAN PATRICK MORAN
Wealth Manager
- CRD
- #4778230
JAMES J STORK
Principal
- CRD
- #4205762
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $640,173,344 | $545,757 |
| Non-Discretionary | $32,495,707 | $738,539 |
| Total | $672,669,051 | $552,727 |
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Separately Managed Accounts
Total SMA Asset: $672,669,051
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $376,386,551 | 7.7% |
| Cash | $1,134,047,789 | 23.2% |
| Equity - Exchange | $1,749,953,054 | 35.8% |
| Municipal Bonds | $1,627,749,628 | 33.3% |
| Total | $4,888,137,022 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE RADIAL EAGLE | ALPHA TIMBER | E1JU4CICC | JCTG | 3.30% | $112,793,458 |
| FOCUS FRONTIER | VERTEX VERTEX | CDHSOCHKV | FOD | 4.48% | $117,514,854 |
| PRIME TIMBER VECTOR | UNISON EAGLE | MLH7Y9ML0 | GBX | 6.86% | $39,018,939 |
| FUSION MATRIX RADIAL | EAGLE FOUNDATION | F11HUDZ0N | UOPR | 6.04% | $76,042,837 |
| INSIGHT PEAK ATLAS | EAGLE LEGACY | XYI0GRFPL | SES | 4.34% | $102,897,958 |
| UNISON VALUE MOMENTUM | HORIZON TIMBER | KA40H1TIP | PSKGD | 6.49% | $68,228,014 |
| EMBER UNISON CREST | PRIME MOMENTUM | QM73S3LRM | DDVV | 2.62% | $88,488,819 |
| EAGLE OAK HARBOR | MERIDIAN UNISON | YMMGRVBME | BLXOJ | 9.64% | $66,044,142 |