RIA Intel›Advisers›Missouri›PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC

Advisory

N·SPRINGFIELD, MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$372M
1-Year AUM Growth
0.0%
3-Year CAGR
-0.1%
Employees
8
Assets Under Management
Total AUM$372M
Discretionary AUM$372M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients952
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record33
First FilingNov 14, 2007
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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