RIA Intelligence

PINNACLE WEALTH MANAGEMENT, INC.

CRD #121065 SEC #801-63327 WEST CHESTER, OH 513-874-4440
SEC Registered
Total AUM
$502.8M
Discretionary
$501.1M
Employees
7
Clients
0
Accounts
449

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 26, 2021
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT & TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BARTON, ANNA, CAROLIVICE PRESIDENT/TREASURERNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
BRUNS, ANTHONY, JOSEPHIVICE PRESIDENT & SECRETARYNA Control
COBURN, CARLIDIRECTORNA Control
EDWARDS, WILLIAM, GLENNIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
HAZELBAKER, THOMAS, DEANITREASURER, DIRECTORNA Control
O'CONNOR, NEIL, JOHNIDIRECTORNA Control
SANDERS, DAVID, LEEITREASURERNA
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICERNA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTORNA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
SIMS, JEFFREY, SCOTTIPRESIDENT, CHIEF COMPLIANCE OFFICER, CEONA Control
VENTURELLA, JOHN, JISECRETARYNA
WALSH, EDWARDIDIRECTORNA Control
PINNACLE FINANCIAL ADVISORS, INC.DEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control
PINNACLE FINANCIAL ADVISORS, LLCDEPARENT COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BARTON, ANNA, CAROLIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
BRUNS, ANTHONY, JOSEPHIPINNACLE FINANCIAL ADVISORS, LLCF Control
CSH GROUPDECSH HOLDINGS, INC.E Control
CSH HOLDINGS, INC.DEPINNACLE FINANCIAL ADVISORS, INC.D Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, LLCD Control
SIMS, JEFFREY, SCOTTIPINNACLE FINANCIAL ADVISORS, INC.C Control

Registrations

Federal

IA
Jan 26, 2021 REGISTERED

Notice Filings (6)

FL IN KY LA OH TX

Address

9100 WEST CHESTER TOWNE CENTRE DRIVE
SUITE 225
WEST CHESTER, OH 45069
United States
Phone: 513-874-4440