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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