Pinnacle Wealth Management Advisory Group, LLC
● SEC registered since 2011CRD 158332SEC# 801-72657Red Bank, NJ
Reg. AUM
$2.34B
Employees
13
Accounts
1,956
Location
Red Bank, NJ
Pinnacle Wealth Management Advisory Group, LLC assets under management
Pinnacle Wealth Management Advisory Group, LLC is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2011. It reports $2.3 billion in regulatory assets under management and employs 13 people.
Pinnacle Wealth Management Advisory Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmine Davino Control | Chief Compliance Officer | Under 5% | 2011 |
| James F Ferrare Control | Managing Member | Under 5% | 2011 |
| Pinnacle Capital Management, LLC Control | Owner | 50-75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Wealth Management Advisory Group, LLC manage?
Pinnacle Wealth Management Advisory Group, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Management Advisory Group, LLC have?
Pinnacle Wealth Management Advisory Group, LLC reports 13 employees.
Where is Pinnacle Wealth Management Advisory Group, LLC located?
Pinnacle Wealth Management Advisory Group, LLC is based in Red Bank, NJ and has been SEC-registered since 2011.
Does Pinnacle Wealth Management Advisory Group, LLC disclose fund performance?
Pinnacle Wealth Management Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 47 Reckless Place, Red Bank, NJ 07701 |
| Phone | 732-450-0147 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1631864 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.34B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.34Bregulatory AUM
Discretionary $2.34B