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They include 802 individual clients, 105 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pinnacle Family Advisors offer?","answer":"Pinnacle Family Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Pinnacle Family Advisors charge?","answer":"Pinnacle Family Advisors charges up to 2.00% a year for its Asset management services. The fee is billed in advance and is negotiable.","source":"PINNACLE FAMILY ADVISORS, LLC ADV BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pinnacle Family Advisors use?","answer":"Pinnacle Family Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $187M and Fidelity Brokerage Services LLC (Smithfield, RI), with $105M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pinnacle Family Advisors have?","answer":"Pinnacle Family Advisors has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pinnacle Family Advisors invest in?","answer":"At the end of its last fiscal year, Pinnacle Family Advisors’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 11% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pinnacle Family Advisors?","answer":"Pinnacle Family Advisors is owned through trusts by Rick Britton, Jeffrey Britton and Mandy Tucker. Its direct owners are Timothy O'Reilly (5% to 10%), Ronald McCurry (25% to 50%), Rick A. Britton Revocable Trust- Dated 10-26-2012 (10% to 25%), Britton Family Dynasty Trust- Dated 10/25/2012 (10% to 25%) and Kimberly Horton (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pinnacle Family Advisors get paid?","answer":"Pinnacle Family Advisors is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pinnacle Family Advisors registered with the SEC?","answer":"Yes, Pinnacle Family Advisors has been registered with the SEC as an investment adviser since 14 May 2013. Its CRD number is 145628 and its SEC file number is 801-78013.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Pinnacle Family Advisors?","answer":"Pinnacle Family Advisors’ main office is at 620 W. Republic Road, Suite 104, Springfield, MO 65807. Its phone number is 417-886-6590. 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