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| Pinnacle Wealth Management Advisory Group LLC
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|---|---|
| CRD # | 158332 |
| SEC # | 801-72657 |
| CIK # | 0001631864 |
| AUM | 2,340.3 M (2026-03-22) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 732-450-0147 |
| Address | 47 Reckless Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 55.2 | ||
| Nvidia Corp | 31.0 | ||
| Microsoft Corp | 30.5 | ||
| Alphabet Inc | 24.1 | ||
| Johnson & Johnson | 19.7 | ||
| Broadcom Inc | 19.2 | ||
| Amazon Com Inc | 16.6 | ||
| Wal Mart Stores Inc | 16.4 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 0.0 |
| (b) Individuals (high net worth individuals) | 688 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,956 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,956 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,956 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,956 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631864] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 20 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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