RIA IntelAdvisersIllinoisPINNACLE PEAK CAPITAL MANAGEMENT LLC

PINNACLE PEAK CAPITAL MANAGEMENT LLC

Advisory

IL

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in IL
#1,614
of 1,719 advisers by AUM
Average account
$793K
across 5 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

COGAN, EDWIN DALY
HINSDALE, IL
$4M
NEXJENN FINANCIAL SERVICES LLC
$4M
HSRE SECURITIES ADVISORS, LLC
CHICAGO, IL
$4M
-19.7% 1Y
APIS FINANCIAL GROUP, LLC
$4M
NAPERVILLE PRIVATE WEALTH, LLC
$4M
NEW CENTURY CAPITAL MANAGEMENT, LLC
HINSDALE, IL
$4M
-84.1% 1Y

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