Pinnacle Wealth Management Group, Inc.
SEC RegisteredCreating a Financial Plan for Financial Freedom
About the firm
Pinnacle Wealth Management Group, Inc. was founded on the premise that clients' needs come first and that clients should be treated with respect by people who care about them. The firm acts as a personal CFO, helping clients prioritize financial goals and determine strategies that best complement their personal financial objectives. They offer no proprietary products, providing independent and customized strategies to high-net-worth investors and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, customized strategies and strategic planning, and family office services. The firm acts as a personal CFO to help clients prioritize financial goals and incorporate them into a cohesive plan.
Who they serve
High-net-worth investors and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $50M |
| High Net Worth Individuals | 79 | $192M |
| Charitable Organizations | 4 | $403k |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pinnacle Wealth Management Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched