Pinnacle Treasury Investments, LLC logo

Pinnacle Treasury Investments, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Pinnacle Treasury provides discretionary investment management and consulting services to institutional and high-net-worth clients, including corporations, trusts, governmental entities, and pension and profit‑sharing plans. The firm also offers pension consulting to employer plan sponsors and states it does not participate in wrap fee programs.

The firm maintains a narrowly focused investment approach centered on U.S. Treasury securities — including bills, notes, bonds, floating rate notes, STRIPS and TIPS — and constructs separately managed portfolios intended for income generation and capital preservation without employing leverage or derivatives. Portfolio construction combines fundamental and quantitative analysis of macroeconomic indicators, inflation expectations and Federal Reserve policy, and the firm generally intends to hold securities to maturity while managing cash, inflation protection and interest-rate risk.

Compared with many peers, Pinnacle Treasury discloses explicit pension consulting and ongoing investment monitoring services for plans (not exercising trading authority over plan assets) and documents a practice of regular written communications to clients, including quarterly account reports and annual material-change summaries. The firm’s brochure also reports that, as of December 31, 2025, it had no assets under management, a factual detail that distinguishes its current operating profile from typical investment managers.

Client services

Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Cash flow / budgeting

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $10,000,000: 0.45% $10,000,000 - $50,000,000: 0.35% $50,000,000 - $100,000,000: 0.25% $100,000,000+: 0.20%

Other

Account minimum: $1,000,000 Fee-only: Investment management fees from 0.20% to 0.45% annually based on tiered AUM schedule; Pension consulting fees 0.25% annually; Investment consulting fees 0.25% fixed fee

Main office location

Pinnacle Treasury Investments, LLC

Austin TX, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mainuddin H

Series 63, Series 65

Austin, TX

Pinnacle Treasury Investments, LLC

Mainuddin Hoque is a financial advisor at Pinnacle Treasury Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Treasury Investments since 2019, previously spending three years at TD Asset Management. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, focusing exclusively on U.S. Treasury securities. The firm offers customized, discretionary portfolios aimed at income generation and principal preservation, alongside pension consulting and regular client communications.

Cash flow / budgeting Executive Founder/Business Owner
user avatar

Patrick L

CFA®, Series 63, Series 66

Nacogdoches, TX

Pinnacle Treasury Investments, LLC

Patrick Loc is a CFA® charterholder with 17 years of industry experience. He is a principal at Pinnacle Treasury Investments, LLC, where he has worked since 2019. Prior to this, he held roles at Fidelity Investments and Fidelity Brokerage Services. Outside of financial advising, he is the sole owner of a beekeeping business, Mark12V31 LLC, and serves as CFO of RunTime Centers, a commercial real estate development firm focused on the quick service restaurant industry. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, specializing in separately managed portfolios invested exclusively in U.S. Treasury securities. The firm’s approach emphasizes income generation and principal preservation through customized, discretionary portfolios held to maturity without leverage or derivatives, supported by fundamental and quantitative macroeconomic analysis.

Cash flow / budgeting Executive Founder/Business Owner
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