Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC is an SEC-registered mass-market adviser in Springfield, MO with $371.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Pinnacle Family Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145628, SEC 801-78013, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $371.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Springfield, MO
- Employees
- 13
- Clients
- 915
- CRD
- 145628
- Ownership
- KOHOUT, CHARLES, THOMAS; O'REILLY, TIMOTHY, BRIAN; BATTEN, JAMES, RAY; MCCURRY, RONALD, SEAN; CARROLL, PAUL, THOMAS
How much AUM does Pinnacle Family Advisors, LLC have?
Pinnacle Family Advisors, LLC reported $371.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Pinnacle Family Advisors, LLC?
Disclosed owners and executives of Pinnacle Family Advisors, LLC include KOHOUT, CHARLES, THOMAS, O'REILLY, TIMOTHY, BRIAN, BATTEN, JAMES, RAY, MCCURRY, RONALD, SEAN, CARROLL, PAUL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.