# Pinnacle Wealth Strategies, LLC

> Pinnacle Wealth Strategies, LLC is a state-registered investment advisory firm in Albany, NY, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated January 22, 2026.

- CRD: 156941
- Filed as: PINNACLE WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156941
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-wealth-strategies-llc-albany-ny-156941

## Quick answers

**How is Pinnacle Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Wealth Strategies, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pinnacle Wealth Strategies, LLC located?**
Pinnacle Wealth Strategies, LLC's principal office is in Albany, NY, according to its Form ADV.

**Is Pinnacle Wealth Strategies, LLC registered with the SEC or a state?**
Pinnacle Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156941.

**Does Pinnacle Wealth Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156941

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pinnaclewealthllc.com](https://pinnaclewealthllc.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Wealth Strategies, LLC (CRD 156941): Form ADV filing data as of October 2026.