Pinnacle Wealth Management, Llc
- Regulatory AUM
- $211M
- Discretionary
- $211M
- Clients
- 458
- Avg AUM / client
- $461K
- Accounts
- 767
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 396 | $111M | 52.4% |
| High net worth individuals | 62 | $100M | 47.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack Richard Zboralske | Managing Member | Jul 2021 (5y) | ≈ 37.5% – 75% via Zboralske Investment Management, Inc. | |
| Kenyon Lloyd Lederer | President, Chief Investment Officer & Chief Compliance Officer | CFP Chartered Financial Consultant | Jul 2021 (5y) | ≈ 37.5% – 75% via Pinnacle Asset Management, Inc. |
| Chase Kenyon Lederer | Registered representative | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pinnacle Asset Management, Inc. | Owner | Jul 2021 | A | 50% – 75% |
| Zboralske Investment Management, Inc. | Owner | Jul 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Jack Richard Zboralske: 75% – 100% of Zboralske Investment Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Kenyon Lloyd Lederer: 75% – 100% of Pinnacle Asset Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $211M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗