Pinnacle Pension Consultants Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $279M
- Clients
- 65
- Avg AUM / client
- $33.4M
- Accounts
- 66
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 64 | $2.2B | 99.6% |
| Other | 1 | $9.8M | 0.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| St. Thomas School Dc Retirement Plan St. Thomas School | Medina, WA | 2024 |
| Tsd 401(k) Plan Tsd Rental, Llc | 2024 | |
| Decco, Inc. 401(k) Ps Plan Decco, Inc. | 2024 | |
| Jack Madden Ford Sales, Inc. Retirement Plan Jack Madden Ford Sales, Inc. | 2024 | |
| Associated Luxury Hotels International Holdings Llc 401(k) Plan Associated Luxury Hotels International Holdings, L | 2024 | |
| Timberline Construction Corp. 401(k) Plan Timberline Construction Corp. | 2024 | |
| York Design Group 401(k) Plan York Wallcoverings, Inc. | 2024 | |
| Gfa Federal Credit Union 401(k) Profit Sharing Plan Gfa Federal Credit Union | 2024 | |
| Pr Management, Corp. Retirement Plan Pr Management, Corp. | 2024 | |
| Mcr Labs 401(k) Plan Mcr Labs Llc | 2024 | |
| R.H. White 401(k) Profit Sharing Pw Plan R.H. White Construction Co., Inc. | 2024 | |
| Village Motors, Inc. 401(k) Profit Sharing Plan Village Motors, Inc. | 2024 | |
| Eseclending Retirement Savings Plan Securities Finance Trust Company | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Clifford Lewis | Chief Compliance Officer | Aug 2007 (19y) | Less than 5% | |
| Ronald Andrew York | Registered representative | Feb 2005 (21y) | ||
| Christopher Aaron Garrison | Registered representative | Apr 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gcl Holdings Llc | Principal Owner | Dec 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| St. Thomas School Dc Retirement Plan | St. Thomas School | 103 | $19.7M | 07/01/2024 |
| Tsd 401(k) Plan | Tsd Rental, Llc | 0 | $0 | 01/01/2024 |
| Decco, Inc. 401(k) Ps Plan | Decco, Inc. | 0 | $0 | 01/01/2024 |
| Jack Madden Ford Sales, Inc. Retirement Plan | Jack Madden Ford Sales, Inc. | 173 | $9.1M | 01/01/2024 |
| Associated Luxury Hotels International Holdings Llc 401(k) Plan | Associated Luxury Hotels International Holdings, L | 122 | $22.7M | 01/01/2024 |
| Timberline Construction Corp. 401(k) Plan | Timberline Construction Corp. | 157 | $14.7M | 01/01/2024 |
| York Design Group 401(k) Plan | York Wallcoverings, Inc. | 405 | $44.4M | 01/01/2024 |
| Gfa Federal Credit Union 401(k) Profit Sharing Plan | Gfa Federal Credit Union | 101 | $4.2M | 01/01/2024 |
| Pr Management, Corp. Retirement Plan | Pr Management, Corp. | 1,331 | $10.8M | 01/01/2024 |
| Mcr Labs 401(k) Plan | Mcr Labs Llc | 70 | $2.0M | 01/01/2024 |
| R.H. White 401(k) Profit Sharing Pw Plan | R.H. White Construction Co., Inc. | 520 | $70.4M | 01/01/2024 |
| Village Motors, Inc. 401(k) Profit Sharing Plan | Village Motors, Inc. | 366 | $32.6M | 01/01/2024 |
| Eseclending Retirement Savings Plan | Securities Finance Trust Company | 100 | $18.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 858 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF ASSETS UNDER CONSULTATION
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗