Investment adviser · CRD 106817

PINNACLE ADVISORS

Investment adviser filing (IA)

PINNACLE WEALTH PLANNING SERVICES, INC.

MANSFIELD, OH, United States · Form ADV filed Jul 27, 2026

Regulatory AUM: $2.14B
Client accounts: 3,994
Employees: 35
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	477	$1,931,928,134	90.4%
Individuals	587	$159,294,810	7.5%
Corporations & businesses	7	$22,717,921	1.1%
Charities	6	$12,410,776	0.6%
Retirement plans	11	$10,123,005	0.5%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2122114 · Jul 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6 WEST 3RD ST., STE 100
MANSFIELD, OH, 44902, United States

CRD 106817

Filing source

Form ADV 2122114 · Jul 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.