SPRINGFIELD, MOCRD 145628Latest ADV March 31, 2026
Pinnacle Family Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, MO. Its latest Form ADV filing, dated March 31, 2026, reports $372M in regulatory assets under management, 13 employees, 1 office, and 2,007 accounts.
Assets Under Management
$372M
Employees
13
Offices
1 office
Total Clients
917
Primary office
SPRINGFIELD, MO
620 W. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO, United States
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
802
2
HNWI
11.5%
105
3
Corporations
0.7%
6
4
Investment Cos.
0.2%
2
5
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$372Mas of March 31, 2026
Discretionary100.0%
$372M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$372M
Total Accounts2,007
10Y AUM Change+$159M (+74.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee71:1
10Y Employee Change-3 (-18.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.