Pinnacle Asset Management Group

Overview

Founded in 1996, Pinnacle Asset Management Group operates as an independent registered investment advisor in Shreveport, Louisiana. Diana DeCharles serves as the firm's Registered Principal and Investment Advisor Representative. The firm's independence is the structural anchor, a setup designed to offer what it calls objective, unbiased advice to individuals, banks, investment companies, pension plans, trusts, and corporations. Pinnacle provides a full suite of investment advisory and financial planning services, drawing on a wide array of solutions. Its service mix spans investment management, financial planning, and insurance. The firm's client base includes individuals, trusts, retirement plans, and small institutions. The website emphasizes education and guidance, positioning the firm as a long-term partner rather than a transactional provider. Pinnacle's geographic footprint is concentrated in the Shreveport area, operating from a single office at 2020 Line Avenue. The firm's scale and team size are not publicly disclosed. It operates without additional offices or named adjacent vehicles such as philanthropic foundations or club memberships. No dated operational events from the last 24 months were publicly available, limiting insights into current posture. Structurally, Pinnacle functions as a classic independent financial advisory practice rather than a multi-family office or institutional allocator. Its differentiator lies in the one-to-one advisory model — a single named principal delivering personalized services to a localized client base without the layers of a large wealth management platform.