Pinnacle Family Advisors, LLC
● SEC registered since 2013CRD 145628SEC# 801-78013Springfield, MO
Reg. AUM
$371.7M
Employees
13
Accounts
2,007
Location
Springfield, MO
Pinnacle Family Advisors, LLC assets under management
Pinnacle Family Advisors, LLC is an SEC-registered investment adviser based in Springfield, MO. The firm has been registered since 2013. It reports $371.7 million in regulatory assets under management and employs 13 people.
Pinnacle Family Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Britton Family Dynasty Trust- Dated 10/25/2012 | Member | 10-25% | 2015 |
| Kimberly Kay Horton Revocable Trust-Dated June 2, 1999 | Member | Under 5% | 2017 |
| Paul Thomas Carroll Control | Chief Compliance Officer/Chief Investment Officer | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Family Advisors, LLC manage?
Pinnacle Family Advisors, LLC reports $371.7 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Family Advisors, LLC have?
Pinnacle Family Advisors, LLC reports 13 employees.
Where is Pinnacle Family Advisors, LLC located?
Pinnacle Family Advisors, LLC is based in Springfield, MO and has been SEC-registered since 2013.
Does Pinnacle Family Advisors, LLC disclose fund performance?
Pinnacle Family Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 620 W. Republic Road, Suite 104, Springfield, MO 65807 |
| Phone | 417-886-6590 |
| Fax | 417-886-6592 |
| Office hours | 9 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1679064 |
| Discloses disciplinary history | No |
Regulatory AUM
$371.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$371.7Mregulatory AUM
Discretionary $371.7M