# Pinnacle Wealth Management, Inc.

> Pinnacle Wealth Management, Inc. is an SEC-registered investment advisory firm in Brighton, MI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 166853
- Filed as: PINNACLE WEALTH MANAGEMENT, INC.
- Legal name: Pinnacle Wealth Management Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166853
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-wealth-management-inc-brighton-mi-166853

## Quick answers

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

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

**Is Pinnacle Wealth Management, Inc. registered with the SEC or a state?**
Pinnacle Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 166853.

**How much does Pinnacle Wealth Management, Inc. manage?**
Pinnacle Wealth Management, Inc. reports $118,144,700 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Pinnacle Wealth Management, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Pinnacle Wealth Management, Inc.: Regulatory assets under management: $120,316,334 in the October 2022 data and $118,144,700 in the October 2026 data, down 2%. Total employees: 6 in October 2022 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, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (201); high net worth individuals (70).

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

**Does Pinnacle Wealth Management, 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/166853

**Does Pinnacle Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Pinnacle Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## 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 16, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

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.
- Goldman Sachs Custody Solutions

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: $118,144,700
- Discretionary: $118,144,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $44,865,100 |
| High net worth individuals | 70 | $73,279,600 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pinnaclewealthonline.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $120,316,334 | 6 | May 26, 2022 |
| October 2023 | $112,692,000 | 5 | March 20, 2023 |
| October 2024 | $131,466,000 | 8 | March 21, 2024 |
| October 2025 | $121,950,390 | 6 | March 12, 2025 |
| October 2026 | $118,144,700 | 4 | March 16, 2026 |

Regulatory assets under management: $120,316,334 in the October 2022 data and $118,144,700 in the October 2026 data, down 2%.
Total employees: 6 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Wealth Management, Inc. (CRD 166853): Form ADV filing data as of October 2026.