SourcingSourcing

PINNACLE WEALTH MANAGEMENT GROUP, INC.

C42
CRD 281935·SEC 801-113407·PLYMOUTH, MI
AUM
$243.7M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$731K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD
281935
SEC file #
801-113407
EIN
202649634
DBA names
—

Economics

AUM
$243.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.5M → $243.7M▲ +127%
Client mix
Individuals Other124
Individuals High Net Worth79
Pension Profit Sharing Plans4
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
PLYMOUTH MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
pwmgi.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CESTA, DANIEL, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CESTA, DANIEL, ANTHONY
MILLINGTON, EDDISON, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PWMGI.COM
Rdap Domain Creation Date
2016-02-03T21:12:21Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001868491
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-08-10
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001868491-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4092
Soi Zip Pct 200k Plus
0.1679
Soi Zip Returns 200k Plus
3,710
Soi Zip Total AGI
3,018,883
Fdic Zip Total Deposits
38,169,294,000
Fdic Zip Branch Count
480
Fdic Zip Top Banks
Comerica Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
849 PENNIMAN, SUITE 201PLYMOUTH, MI 48170
Business
849 PENNIMAN, SUITE 201PLYMOUTH, MI 48170
Edgar EIN
202649634
Edgar Recent Filings
13F-HR2026-04-14 · 0001868491-26-000002
13F-HR2026-01-23 · 0001868491-26-000001
Fdic Zip Branches Raw
Old Kent Bank - EastPlymouth, MI
First of America Bank-Ann ArborCanton Township, MI
Fdic Zip HHI
906.5
Fdic Zip Top Bank Share Pct
18.47
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-02-03T21:12:21Z
Rdap Domain Last Changed
2026-01-27T22:23:22Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI52,007
Returns4,890
Stub 2
AGI120,873
Returns3,260
Stub 3
AGI169,673
Returns2,740
Soi Zip Total Business Income
78,577
Soi Zip Total Cap Gains
188,705
Soi Zip Total Dividends
79,892
Soi Zip Total Returns
22,090
Top Owner CRD
2763334
Trust Company Affiliate
No

People (4)

4
CESTA, DANIEL, ANTHONY
IAR · Direct Owner · 87.5%
2763334
MILLINGTON, EDDISON, CHARLES
IAR · Direct Owner · 37.5%
2892939
Kendra Anne McKinney
IAR
6857204
ROBERT CHARLES MURPHY
IAR
5530860