PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 145628). Regulatory assets under management: $371.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.

Officers, owners & control persons (21)

NameRoleLocation
Ronald Sean McCurryMANAGING MEMBER/PRESIDENTRogersville, MO
Timothy Brian O'ReillyMEMBER—
Paul Thomas CarrollCHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER—
Rick Allen BrittonTRUSTEE—
Jeffrey Marc BrittonTRUSTEE—
Mandy Michelle TuckerTRUSTEE—
Kimberly Kay HortonTRUSTEE—
KOHOUT ALBERT THOMASMEMBER—
MCCURRY RONALD SEANMANAGING MEMBER/PRESIDENT; MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER—
O'REILLY TIMOTHY BRIANMEMBER—
BATTEN JAMES RAYMEMBER—
CARROLL PAUL THOMASCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER—
RANKIN THOMAS RMEMBERS—
HORTON GREGORY AMEMBERS—
Britton Rick ATRUSTTE—
Britton Jeffrey MTRUSTEE—
Tucker Mandy MTRUSTEE—
BRITTON RICK ALLENTRUSTEE—
Horton Kimberly KayTRUSTEE—
BRITTON JEFFREY MARCTRUSTEE—
TUCKER MANDY MICHELLETRUSTEE—

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