PINNACLE FAMILY ADVISORS, LLC

SPRINGFIELD, Missouri·3 registered advisors·CRD# 145628
SEC# 801-780131417-886-6590
01

Firm Overview

AUM
$272M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINNACLE FAMILY ADVISORS, LLC

3 registered advisors
Charles Thomas Kohout
SPRINGFIELD, Missouri
Paul Thomas Carroll
SPRINGFIELD, Missouri
Ronald Sean Mccurry
SPRINGFIELD, Missouri
05

Office Locations

SPRINGFIELD, Missouri
3 advisors

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Data sourced from SEC Form ADV filings. PINNACLE FAMILY ADVISORS, LLC (CRD# 145628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.