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- Custodian
- Charles Schwab & Company · LPL Financial · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit matrix
- Established Date
- 02-16-2016
- Office Locations
- 1
Office Locations
About Pinnacle Wealth Management Group, Inc.
Pinnacle Wealth Management Group is an independent wealth manager providing customized planning and portfolio strategies for high-net-worth investors and families, acting as a "personal CFO" to prioritize competing goals. The firm emphasizes non-proprietary product selection, technology-supported research, and relationship-driven service. Leadership includes a CPA/CFP(R) with an MST, and the team publishes regular market commentary; custody includes Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ANTHONY CESTA
Chief Compliance Officer
- CRD
- #2763334
- Ownership
- 75% or more
EDDISON CHARLES MILLINGTON II
Owner
- CRD
- #2892939
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Kendra Anne McKinney
Client Service Associate
- CRD
- #6857204
ROBERT CHARLES MURPHY
Client Service Specialist
- CRD
- #5530860
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,456,120 | $394,580 |
| Non-Discretionary | $231,140 | $231,140 |
| Total | $243,687,260 | $394,316 |
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Separately Managed Accounts
Total SMA Asset: $243,687,260
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,226,664,459 | 23.6% |
| Equity - Exchange | $2,183,046,918 | 42.0% |
| Cash | $1,107,116,651 | 21.3% |
| U.S. Government/Agency | $680,902,729 | 13.1% |
| Total | $5,197,730,757 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PRIME OAK | CAPITAL VERTEX | Y6CNQT3M6 | BBKY | 6.81% | $97,906,455 |
| TIMBER DELTA PIONEER | CATALYST UNISON | PBPT6PRX2 | GHW | 7.03% | $52,166,580 |
| GLACIER DELTA | HORIZON ELEMENT | XKK8ZOVBT | XYGL | 5.15% | $95,765,736 |
| ATLAS SIGNAL FOUNDATION | MERIDIAN FOUNDATION | EBF8BCY0V | EHYI | 6.63% | $108,667,654 |
| NORTH PEAK | CREST QUANTUM | 22EAU91PH | QGZ | 9.72% | $12,184,550 |
| LEGACY ZENITH HARBOR | LEGACY CATALYST | NBVMH2HPU | KBAK | 9.53% | $76,429,220 |
| FRONTIER EAGLE MATRIX | MATRIX CREST | CV90QKMR2 | VHSK | 7.26% | $40,934,678 |
| VECTOR NORTH FRONTIER | BRIDGE EMBER | JD0IPG0RB | ZQKV | 8.14% | $89,796,620 |