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| Pinnacle Wealth Planning Services Inc
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|---|---|
| CRD # | 106817 |
| SEC # | 801-51715 |
| CIK # | 0001726752 |
| AUM | $2.1 B (2026-06-11) |
| Employees | 35 (54% Investors, 0% Brokers) |
| Phone | 419-526-5226 |
| Address | 6 West 3rd St Mansfield, OH 44902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001726752 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 59.3 | ||
| Apple Inc | 23.4 | ||
| Nvidia Corp | 21.1 | ||
| Microsoft Corp | 13.5 | ||
| Amazon Com Inc | 11.3 | ||
| Alphabet Inc | 9.1 | ||
| Facebook Inc | 8.6 | ||
| Tesla Motors Inc | 7.7 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Broadcom Inc | 7.2 | ||
| Global MOFY Metaverse Ltd | 5.2 | ||
| Alphabet Inc | 5.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 0.2 |
| (b) Individuals (high net worth individuals) | 477 | 1.9 |
| (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 | 11 | 0.0 |
| (h) Charitable organizations | 6 | 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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,994 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,966 | 2.1 |
| Non-Discretionary | 28 | 0.0 |
| Total | 3,994 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,994 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001726752] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Octavia Wealth Advisors LLC
✚
|
OH | 2.2 |
|
Evolve Private Wealth LLC
✚
|
CA | 2.1 |
|
Ethos Financial Group LLC
✚
|
PA | 2.1 |
|
Financial Management Network Inc
✚
|
CA | 2.1 |
|
van Hulzen Asset Management LLC
✚
|
CA | 2.1 |
|
Next Capital Management LLC
✚
|
NY | 2.1 |
|
GMO Singapore PTE Limited
✚
|
2.1 | |
|
Orleans Capital Management Corp
✚
|
LA | 2.1 |
|
Suncoast Equity Management LLC
✚
|
FL | 2.1 |
|
American Capital Management Inc
✚
|
NY | 2.1 |