RIA Intel›Advisers›Ohio›PINNACLE WEALTH MANAGEMENT, INC.

PINNACLE WEALTH MANAGEMENT, INC.

Advisory

N·WEST CHESTER, OH

Data as of Jan 26, 2021 · Source: SEC Form ADV

Total AUM

$503M

1-Year AUM Growth

+16.1%

3-Year CAGR

+11.7%

Employees

6

Assets Under Management

Total AUM$503M

Discretionary AUM$501M

Non-Discretionary AUM$2M

Discretionary %99.7%

Total Clients—

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingJun 29, 2004

Latest FilingJan 26, 2021

🔒 Full AUM trend chart and 36 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PINNACLE WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.