PINNACLE FAMILY ADVISORS, LLC
CRD #145628 SEC #801-78013 SPRINGFIELD, MO 417-886-6590
SEC Registered
Total AUM
$341.3M
Discretionary
$341.3M
Employees
13
Clients
10
Accounts
1,876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $341.3M | $341.3M | $0 | 13 | 2 |
| Oct 2024 | $272.1M | $270.9M | $1.1M | 13 | 1 |
| Mar 2024 | $272.1M | $270.9M | $1.1M | 13 | 1 |
| Mar 2023 | $252M | $251M | $1M | 13 | 1 |
| Mar 2022 | $345.3M | $344M | $1.3M | 16 | 2 |
| Apr 2021 | $272.7M | $271.3M | $1.3M | 14 | 2 |
| Mar 2021 | $272.7M | $271.3M | $1.3M | 14 | 2 |
| Jun 2020 | $198.2M | $197M | $1.3M | 13 | 2 |
| Mar 2020 | $198.2M | $197M | $1.3M | 13 | 2 |
| Mar 2019 | $213.8M | $212.6M | $1.2M | 15 | 2 |
| Mar 2018 | $277M | $275.4M | $1.6M | 15 | 4 |
| Mar 2017 | $213M | $203.3M | $9.8M | 16 | 500 |
| Mar 2017 | $213M | $203.3M | $9.8M | 16 | 500 |
| Dec 2016 | $127.4M | $82.7M | $44.7M | 17 | 439 |
| Apr 2016 | $127.4M | $82.7M | $44.7M | 17 | 439 |
| Mar 2016 | $127.4M | $82.7M | $44.7M | 17 | 439 |
| Dec 2015 | $119.8M | $83.2M | $36.6M | 16 | 386 |
| Nov 2015 | $119.8M | $83.2M | $36.6M | 16 | 386 |
| Apr 2015 | $119.8M | $83.2M | $36.6M | 16 | 386 |
| Mar 2015 | $119.8M | $83.2M | $36.6M | 16 | 386 |
| Mar 2014 | $102.9M | $72.6M | $30.3M | 15 | 214 |
| Jul 2013 | $64.6M | $36.3M | $28.3M | 14 | 200 |
| Apr 2013 | $64.6M | $36.3M | $28.3M | 14 | 200 |
| Jun 2012 | $53.7M | $33.6M | $20.1M | 6 | 26 |
| Apr 2012 | $53.7M | $33.6M | $20.1M | 6 | 26 |
| Mar 2012 | $53.7M | $33.6M | $20.1M | 6 | 26 |
| Apr 2010 | $28.7M | $25.3M | $3.3M | 10 | -- |
| Jan 2010 | $26.3M | $9.1M | $17.2M | 10 | -- |
| Mar 2009 | $26.3M | $9.1M | $17.2M | 10 | -- |
| Mar 2009 | $26M | $9M | $17M | 10 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$341.3M
Discretionary$341.3M
Non-Disc.$0
Employees13
Clients2
DateOct 2024
Total AUM$272.1M
Discretionary$270.9M
Non-Disc.$1.1M
Employees13
Clients1
DateMar 2024
Total AUM$272.1M
Discretionary$270.9M
Non-Disc.$1.1M
Employees13
Clients1
DateMar 2023
Total AUM$252M
Discretionary$251M
Non-Disc.$1M
Employees13
Clients1
DateMar 2022
Total AUM$345.3M
Discretionary$344M
Non-Disc.$1.3M
Employees16
Clients2
DateApr 2021
Total AUM$272.7M
Discretionary$271.3M
Non-Disc.$1.3M
Employees14
Clients2
DateMar 2021
Total AUM$272.7M
Discretionary$271.3M
Non-Disc.$1.3M
Employees14
Clients2
DateJun 2020
Total AUM$198.2M
Discretionary$197M
Non-Disc.$1.3M
Employees13
Clients2
DateMar 2020
Total AUM$198.2M
Discretionary$197M
Non-Disc.$1.3M
Employees13
Clients2
DateMar 2019
Total AUM$213.8M
Discretionary$212.6M
Non-Disc.$1.2M
Employees15
Clients2
DateMar 2018
Total AUM$277M
Discretionary$275.4M
Non-Disc.$1.6M
Employees15
Clients4
DateMar 2017
Total AUM$213M
Discretionary$203.3M
Non-Disc.$9.8M
Employees16
Clients500
DateMar 2017
Total AUM$213M
Discretionary$203.3M
Non-Disc.$9.8M
Employees16
Clients500
DateDec 2016
Total AUM$127.4M
Discretionary$82.7M
Non-Disc.$44.7M
Employees17
Clients439
DateApr 2016
Total AUM$127.4M
Discretionary$82.7M
Non-Disc.$44.7M
Employees17
Clients439
DateMar 2016
Total AUM$127.4M
Discretionary$82.7M
Non-Disc.$44.7M
Employees17
Clients439
DateDec 2015
Total AUM$119.8M
Discretionary$83.2M
Non-Disc.$36.6M
Employees16
Clients386
DateNov 2015
Total AUM$119.8M
Discretionary$83.2M
Non-Disc.$36.6M
Employees16
Clients386
DateApr 2015
Total AUM$119.8M
Discretionary$83.2M
Non-Disc.$36.6M
Employees16
Clients386
DateMar 2015
Total AUM$119.8M
Discretionary$83.2M
Non-Disc.$36.6M
Employees16
Clients386
DateMar 2014
Total AUM$102.9M
Discretionary$72.6M
Non-Disc.$30.3M
Employees15
Clients214
DateJul 2013
Total AUM$64.6M
Discretionary$36.3M
Non-Disc.$28.3M
Employees14
Clients200
DateApr 2013
Total AUM$64.6M
Discretionary$36.3M
Non-Disc.$28.3M
Employees14
Clients200
DateJun 2012
Total AUM$53.7M
Discretionary$33.6M
Non-Disc.$20.1M
Employees6
Clients26
DateApr 2012
Total AUM$53.7M
Discretionary$33.6M
Non-Disc.$20.1M
Employees6
Clients26
DateMar 2012
Total AUM$53.7M
Discretionary$33.6M
Non-Disc.$20.1M
Employees6
Clients26
DateApr 2010
Total AUM$28.7M
Discretionary$25.3M
Non-Disc.$3.3M
Employees10
Clients--
DateJan 2010
Total AUM$26.3M
Discretionary$9.1M
Non-Disc.$17.2M
Employees10
Clients--
DateMar 2009
Total AUM$26.3M
Discretionary$9.1M
Non-Disc.$17.2M
Employees10
Clients--
DateMar 2009
Total AUM$26M
Discretionary$9M
Non-Disc.$17M
Employees10
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--