# EDGAR Filing Document

**Accession Number:** 0001385551
**File Stem:** 0001385551-26-000001
**Filing Date:** 2026-3
**Character Count:** 2424
**Document Hash:** 5ff644b555088412ab9dad822fb241a6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001385551-26-000001.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0001385551-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PINNACLE INVESTMENTS, LLC (SUCCESSOR)
- **CENTRAL INDEX KEY:** 0001385551

**ORGANIZATION NAME:**
- **EIN:** 205319494
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-67515
- **FILM NUMBER:** 26703488

**BUSINESS ADDRESS:**
- **STREET 1:** 5845 WIDEWATERS PKWY
- **STREET 2:** STE 300
- **CITY:** EAST SYRACUSE
- **STATE:** NY
- **ZIP:** 13057
- **BUSINESS PHONE:** 315-251-1101

**MAIL ADDRESS:**
- **STREET 1:** 5845 WIDEWATERS PKWY
- **STREET 2:** STE 300
- **CITY:** EAST SYRACUSE
- **STATE:** NY
- **ZIP:** 13057

### Attached PDF Documents

**Attachment 1:** `dec2025_audit_pinnacle_pub3.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001385551

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** PINNACLE INVESTMENTS, LLC (SUCCESSOR)

**Business Address:** 5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY, 13057

**Contact Person:** Benjamin Quilty

**Contact Phone:** 315-251-1101

### Independent Public Accountant Identification

**Accountant Name:** Bonadio & Co, LLP

**Accountant Address:** 432 N Franklin Street, Syracuse, NY, 13507

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Benjamin Quilty**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **PINNACLE INVESTMENTS, LLC (SUCCESSOR)**, as of **12-31-2025**, are true and correct.

**Signature:** Benjamin Quilty

**Title:** CEO