PINNACLE WEALTH MANAGEMENT GROUP, INC.

Adviser information for PINNACLE WEALTH MANAGEMENT GROUP, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 528 $164.0M
Non-Discretionary 0 $0
Total 528 $164.0M

Clients

Type Number RAUM
Individuals 126 $49.3M
HNW Individuals 60 $114.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 1 $519,223
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 155.2M
Portfolio Manager to Program Sponsor
PWMG PLATINUM PROGRAM PINNACLE WEALTH MANAGEMENT GROUP, INC.
PWMG INVESTMENT MANAGEMENT PROGRAM PINNACLE WEALTH MANAGEMENT GROUP, INC.

Identifiers

SEC RIA File Number 801-113407
SEC ERA File Number 801-113407
SEC CIK Numbers 1868491
SEC CRD Numbers 281935
Legal Entity Identifier None

Principal Office

849 PENNIMAN SUITE 201
PLYMOUTH
MI
United States
Monday - Friday, 8:30 AM TO 5 PM
Tel: 734-667-5581, Fax: 734-667-5607

Chief Compliance Officer

DANIEL A. CESTA
PRESIDENT
849 PENNIMAN SUITE 201
PLYMOUTH
MI
United States
Tel: 734-667-5581
Fax: 734-667-5607
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CESTA, DANIEL, ANTHONY Individual SHAREHOLDER/CCO 11/2015 > 75%
MILLINGTON, EDDISON, CHARLES Individual OWNER 01/2018 25-50%

No. Employees, Historic

10502020202120222023202420254 on 2/26/20204 on 5/21/20204 on 6/9/20204 on 6/17/20204 on 7/28/20204 on 9/17/20204 on 3/31/20214 on 3/25/20224 on 3/27/20234 on 3/27/2024

RAUM, Historic

200M100M0202020212022202320242025128810177 on 2/26/2020128810177 on 5/21/2020128810177 on 6/9/2020128810177 on 6/17/2020128810177 on 7/28/2020128810177 on 9/17/2020147272435 on 3/31/2021180338407 on 3/25/2022155160703 on 3/27/2023163965211 on 3/27/2024

No. Clients, Historic

2001000202020212022202320242025168 on 2/26/2020168 on 5/21/2020168 on 6/9/2020168 on 6/17/2020168 on 7/28/2020168 on 9/17/2020178 on 3/31/2021181 on 3/25/2022185 on 3/27/2023187 on 3/27/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 460K 4K
ABBVIE INC COM 1M 7K
ADVANCED MICRO DEVICES INC COM 217K 1K
AGNICO EAGLE MINES LTD COM 2M 24K
ALAMOS GOLD INC NEW COM CL A 1M 71K
ALPHABET INC CAP STK CL A 880K 5K
ALPHABET INC CAP STK CL C 681K 4K
AMAZON COM INC COM 1M 6K
AMEREN CORP COM 281K 4K
AMERICAN TOWER CORP NEW COM 467K 2K
APPLE INC COM 3M 14K
AUTOMATIC DATA PROCESSING IN COM 566K 2K
BANK AMERICA CORP COM 427K 11K
BARRICK GOLD CORP COM 195K 12K
BERKSHIRE HATHAWAY INC DEL CL B NEW 349K 859
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 442K 13K
BROOKFIELD RENEWABLE CORP CL A SUB VTG 304K 11K
CHESAPEAKE ENERGY CORP COM 218K 3K
CHEVRON CORP NEW COM 453K 3K
CMS ENERGY CORP COM 281K 5K
CROWN CASTLE INC COM 346K 4K
DTE ENERGY CO COM 340K 3K
DUKE ENERGY CORP NEW COM NEW 376K 4K
ECOLAB INC COM 479K 2K
EVGO INC CL A COM 59K 24K
EXXON MOBIL CORP COM 488K 4K
FORD MTR CO DEL COM 184K 15K
GLOBAL X FDS CYBRSCURTY ETF 2M 78K
GLOBAL X FDS US INFR DEV ETF 2M 65K
HECLA MNG CO COM 137K 28K
HOME DEPOT INC COM 310K 901
I-80 GOLD CORP COM 50K 46K
INNOVATOR ETFS TRUST QUITY MANAGD FLR 5M 164K
INNOVATOR ETFS TRUST EQUITY DEF PROTN 620K 23K
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 56K
INNOVATOR ETFS TRUST US EQTY PWR BUF 443K 11K
INNOVATOR ETFS TRUST US EQUT BUFR AUG 343K 8K
INNOVATOR ETFS TRUST US EQTY BUF SEP 499K 12K
INNOVATOR ETFS TRUST US EQTY BUFR JAN 534K 12K
INNOVATOR ETFS TRUST US EQTY BUFR MAR 380K 9K
INNOVATOR ETFS TRUST US EQTY BUFR MAY 398K 10K
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 39K
INNOVATOR ETFS TRUST US EQTY PWR BUF 4M 114K
INNOVATOR ETFS TRUST US EQTY PWR BUF 392K 11K
INNOVATOR ETFS TRUST US EQTY PWR BUF 669K 19K
INNOVATOR ETFS TRUST US EQTY PWR BUF 691K 17K
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 34K
INNOVATOR ETFS TRUST US EQTY PWR BF 555K 15K
INNOVATOR ETFS TRUST US EQT PWR BUF 5M 131K
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 35K
INNOVATOR ETFS TRUST US EQTY PWR BUF 234K 6K
INNOVATOR ETFS TRUST NASDAQ 100 MANA 5M 195K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 28K
ISHARES TR 0-3 MNTH TREASRY 9M 91K
ISHARES TR 0-5 YR TIPS ETF 8M 85K
ISHARES TR CORE MSCI TOTAL 4M 65K
ISHARES TR CORE S&P MCP ETF 332K 6K
ISHARES TR CORE S&P SCP ETF 3M 32K
ISHARES TR CORE S&P TTL STK 399K 3K
ISHARES TR RUS 1000 VAL ETF 5M 27K
ISHARES TR SHORT TREAS BD 296K 3K
ISHARES TR 1 3 YR TREAS BD 585K 7K
ISHARES TR CORE US AGGBD ET 7M 75K
ISHARES TR MBS ETF 7M 73K
ISHARES TR RUSSELL 2000 ETF 4M 18K
ISHARES TR MSCI USA QLT FCT 333K 2K
JOHNSON & JOHNSON COM 659K 5K
JPMORGAN CHASE & CO. COM 2M 11K
KT CORP SPONSORED ADR 258K 19K
VANECK ETF TRUST GOLD MINERS ETF 3M 85K
MERCK & CO INC COM 270K 2K
MICROSOFT CORP COM 6M 14K
MONDELEZ INTL INC CL A 321K 5K
MORGAN STANLEY COM NEW 3M 33K
MOTOROLA SOLUTIONS INC COM NEW 240K 621
NEW GOLD INC CDA COM 732K 376K
NEWMONT CORP COM 235K 6K
NEXTERA ENERGY INC COM 279K 4K
NOKIA CORP SPONSORED ADR 106K 28K
NVIDIA CORPORATION COM 280K 2K
ORACLE CORP COM 494K 3K
PACER FDS TR US CASH COWS 100 3M 60K
PAYCHEX INC COM 238K 2K
PEPSICO INC COM 2M 10K
INVESCO EXCHANGE TRADED FD T WATER RES ETF 229K 4K
INVESCO QQQ TR UNIT SER 1 5M 11K
PULTE GROUP INC COM 209K 2K
REPUBLIC SVCS INC COM 1M 6K
SCHWAB STRATEGIC TR US TIPS ETF 312K 6K
SOUTHERN CO COM 421K 5K
SPDR DOW JONES INDL AVERAGE UT SER 1 454K 1K
SPDR SER TR PORTFOLIO SH TSR 315K 11K
SPDR SER TR PORTFOLI S&P1500 434K 7K
T-MOBILE US INC COM 678K 4K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 495K 3K
BOEING CO COM 826K 5K
PROCTER AND GAMBLE CO COM 850K 5K
UNITED PARCEL SERVICE INC CL B 2M 11K
VANGUARD INDEX FDS S&P 500 ETF SHS 253K 506
VANGUARD INDEX FDS TOTAL STK MKT 594K 2K
VERIZON COMMUNICATIONS INC COM 1M 34K
VISA INC COM CL A 1M 4K
VODAFONE GROUP PLC NEW SPONSORED ADR 132K 15K
WELLS FARGO CO NEW COM 211K 4K
WELLTOWER INC COM 346K 3K