PINNACLE WEALTH MANAGEMENT GROUP, INC.

Overview

Pinnacle Wealth Management Group, Inc. is a boutique advisory firm that serves both individual and institutional clients with a mix of financial planning and portfolio management. Since registering with the SEC in 2018, the firm has structured its fee offerings to include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility for different client needs. Its client base skews toward high-net-worth individuals and families, but it also accepts institutional mandates. Investment activity shows a clear preference for liquid public funds and ETFs as the primary building blocks of client portfolios, supplemented by targeted allocations to corporate debt and annuities where applicable. The firm does not identify as an active ESG investor. Pinnacle maintains industry relationships with broker-dealers, other registered investment advisers, accounting firms and insurance companies, and it custodies the vast majority of assets at Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices