# PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser.

## Registration

- CRD: 145628
- Type: SEC-registered investment adviser
- SEC file number: 801-78013
- Location: 620 W. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO, 65807
- Phone: 417-886-6590
- Latest filing: 2026-03-31
- Regulatory AUM: $371.7M
- Discretionary AUM: $371.7M
- Clients: 13
- Accounts: 2,007

## 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)

| Name | Role | Location |
| --- | --- | --- |
| Ronald Sean McCurry | MANAGING MEMBER/PRESIDENT | Rogersville, MO |
| Timothy Brian O'Reilly | MEMBER | — |
| Paul Thomas Carroll | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Rick Allen Britton | TRUSTEE | — |
| Jeffrey Marc Britton | TRUSTEE | — |
| Mandy Michelle Tucker | TRUSTEE | — |
| Kimberly Kay Horton | TRUSTEE | — |
| KOHOUT ALBERT THOMAS | MEMBER | — |
| MCCURRY RONALD SEAN | MANAGING MEMBER/PRESIDENT; MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| O'REILLY TIMOTHY BRIAN | MEMBER | — |
| BATTEN JAMES RAY | MEMBER | — |
| CARROLL PAUL THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | — |
| RANKIN THOMAS R | MEMBERS | — |
| HORTON GREGORY A | MEMBERS | — |
| Britton Rick A | TRUSTTE | — |
| Britton Jeffrey M | TRUSTEE | — |
| Tucker Mandy M | TRUSTEE | — |
| BRITTON RICK ALLEN | TRUSTEE | — |
| Horton Kimberly Kay | TRUSTEE | — |
| BRITTON JEFFREY MARC | TRUSTEE | — |
| TUCKER MANDY MICHELLE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145628/similar
- Related entities: https://search.stillhousedata.com/firm/145628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
