# Pinnacle Wealth Management Group, Inc.

> Pinnacle Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Plymouth, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 281935
- Filed as: PINNACLE WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MI
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281935
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-wealth-management-group-inc-plymouth-mi-281935

## Quick answers

**How is Pinnacle Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pinnacle Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $2,000 to $5,000 (financial planning services); Hourly rate: $150 to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pinnacle Wealth Management Group, Inc. located?**
Pinnacle Wealth Management Group, Inc.'s principal office is in Plymouth, MI, according to its Form ADV.

**Is Pinnacle Wealth Management Group, Inc. registered with the SEC or a state?**
Pinnacle Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 281935.

**How much does Pinnacle Wealth Management Group, Inc. manage?**
Pinnacle Wealth Management Group, Inc. reports $243,687,260 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have Pinnacle Wealth Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Pinnacle Wealth Management Group, Inc.: Regulatory assets under management: $147,272,435 in the October 2021 data and $243,687,260 in the October 2026 data, up 65%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pinnacle Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Pinnacle Wealth Management Group, Inc. use?**
Pinnacle Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pinnacle Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281935

**What changed in Pinnacle Wealth Management Group, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $2,000 to $5,000 (financial planning services)

> Fixed Fee: The fixed fees range between $2,000 and $5,000. The fixed fee range varies and depends upon the nature and complexity of each client’s individual circumstances.

- Hourly rate: $150 to $300 an hour (financial planning services)

> Hourly Fee: We assess an hourly rate that ranges from $150 to $300 an hour for financial planning services with a minimum of two hours per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $243,687,260
- Discretionary: $243,456,120
- Non-discretionary: $231,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $50,165,121 |
| High net worth individuals | 79 | $192,354,389 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $402,800 |
| Corporations or other businesses not listed above | 2 | $764,950 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pwmgi.com](https://pwmgi.com)
- Facebook @pwmgi
- LinkedIn @pinnacle-wealthmanagement- group-inc-b68690126

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $147,272,435 | 4 | March 31, 2021 |
| October 2022 | $180,338,407 | 4 | March 25, 2022 |
| October 2023 | $155,160,703 | 4 | March 27, 2023 |
| October 2024 | $163,965,211 | 4 | March 27, 2024 |
| October 2025 | $212,749,421 | 4 | March 20, 2025 |
| October 2026 | $243,687,260 | 4 | September 25, 2026 |

Regulatory assets under management: $147,272,435 in the October 2021 data and $243,687,260 in the October 2026 data, up 65%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $212,749,421 to $243,687,260 (+15%).

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Wealth Management Group, Inc. (CRD 281935): Form ADV filing data as of October 2026.