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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Wealth Planning Services Inc
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|---|---|
| CRD # | 106817 |
| SEC # | 801-51715 |
| CIK # | 0001726752 |
| AUM | $1.9 B (2025-07-08) |
| Employees | 35 (54% Investors, 0% Brokers) |
| Phone | 419-526-5226 |
| Address | 6 West 3rd St Mansfield, OH 44902 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 70.5 | ||
| Microsoft Corp | 19.2 | ||
| Apple Inc | 19.0 | ||
| Nvidia Corp | 18.7 | ||
| Amazon Com Inc | 11.0 | ||
| Facebook Inc | 10.0 | ||
| Tesla Motors Inc | 6.0 | ||
| Alphabet Inc | 5.6 | ||
| Broadcom Inc | 5.4 | ||
| J P Morgan Chase & Co | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 669 | 238.2 |
| (b) Individuals (high net worth individuals) | 326 | 1,668.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 10.7 |
| (h) Charitable organizations | 6 | 13.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,513 | 1,939.5 |
| By Discretionary | ||
| Discretionary | 3,498 | 1,912.6 |
| Non-Discretionary | 15 | 26.9 |
| Total | 3,513 | 1,939.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,939.5 | |
| Total | 3,513 | 1,939.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001726752] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sellwood Investment Partners LLC
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|
OR | 2.0 |
|
Advisors Asset Management Inc
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|
CO | 2.0 |
|
Sisung Investment Management Services LLC
✚
|
LA | 2.0 |
|
Tradition Wealth Management LLC
✚
|
MN | 2.0 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Wealthquest Corporation
✚
|
OH | 1.9 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 1.9 |
|
Newsquare Capital LLC
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|
PA | 1.9 |
|
Arbion Limited
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|
1.9 | |
|
Neville Rodie & Shaw Inc
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|
NY | 1.9 |