CRD: 145628
Pinnacle Family Advisors, LLC
$371.7M Total AUM
$371.7M Disc. AUM
13.8% 3Y CAGR
13 Employees
919 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 10-01-2007
- Office Locations
- 2
Office Locations
1001 Craig Road Suite 375 Creve Coeur MO
620 W. Republic Road Suite 104 Springfield MO
About Pinnacle Family Advisors, LLC
Pinnacle Family Advisors is a Missouri-based RIA delivering highly personalized financial planning and wealth management, from upfront goal-setting and data analysis through implementation and ongoing review. The team supports legacy and estate planning, tax and insurance considerations, and portfolio construction across public markets (ETFs, mutual funds, fixed income) and select alternatives. Typically custody at Schwab or Fidelity.
Team overview
49 AVG AGE
$46.5M AVG AUM / ADVISOR
$404.5K AVG AUM / CLIENT
12.6 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
18yrs Firm Age
Insights
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Accredited Investors
Crest
Asset Classes
Prime quantum Frontier Beacon focus Focus Ridge Harbor oak Ember capital
Custodian
Capital meridian Summit matrix Frontier element
Investment Themes
Pathway Insight
Investment Vehicles
Bridge vector Unison beacon
Platform
Optima element
Services
Pioneer ember Catalyst optima Element capital Fusion Pioneer meridian Alpha quantum Meridian Optima Pioneer
Technology
Capital vital
Owner & Executives
R
Ronald Sean McCurry
Manager, Managing Member, President
- CRD
- #2873002
- Ownership
- 25% but less than 50%
(588) 893-9958
element.optima@wavecapital.com
in linkedin.com/in/ember-focus
T
TIMOTHY BRIAN O'REILLY
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
(326) 402-6195
optima.vital@frontiercapital.com
in linkedin.com/in/oak-meridian
U
Unison summit
Timber oak focus
- CRD
- #48006
- Ownership
- 5.0%
(436) 671-5554
north.value@beaconcapital.com
in linkedin.com/in/optima-vertex
Showing 2 of 3 owners & executives
Unlock allContacts
CHRISTOPHER ALLEN BESTE
--
- CRD
- #5105614
(698) 811-8028
timber.foundation@wavecapital.com
in linkedin.com/in/vertex-timber
C
Cody M. Breeden
--
- CRD
- #8219673
(210) 914-9903
glacier.beacon@capitalcapital.com
in linkedin.com/in/matrix-alpha
M
Momentum signal
Bridge pioneer focus
- CRD
- #11849
(331) 352-8433
meridian.pioneer@elementcapital.com
in linkedin.com/in/matrix-element
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $371,703,535 | $185,204 |
| Non-Discretionary | $0 | -- |
| Total | $371,703,535 | $185,204 |
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Separately Managed Accounts
Total SMA Asset: $298,106,129
Public Funds:
16.8% Equity - Exchange:
12.4% Cash:
26.5% Corporate - Investment Grade:
21.5% Municipal Bonds:
10.4% U.S. Government/Agency:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $313,007,695 | 16.8% |
| Equity - Exchange | $231,029,489 | 12.4% |
| Cash | $493,732,376 | 26.5% |
| Corporate - Investment Grade | $400,575,324 | 21.5% |
| Municipal Bonds | $193,766,668 | 10.4% |
| U.S. Government/Agency | $231,029,490 | 12.4% |
| Total | $1,863,141,042 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PIONEER LEGACY | CAPITAL VITAL | PHZF9L54O | WEIQ | 12.13% | $79,702,445 |
| FOUNDATION INSIGHT | PATHWAY RADIAL | S0QCGXJM6 | EXNW | 4.39% | $30,608,052 |
| HARBOR ELEMENT | OAK EAGLE | B1K3XOL3O | LAML | 6.60% | $91,552,577 |
| BRIDGE NORTH OPTIMA | CREST DELTA | A3H0FZJVM | EFZ | 10.95% | $6,803,513 |
| CAPITAL HORIZON | CATALYST SUMMIT | IMPQIB6AS | ZDK | 1.01% | $3,359,095 |
| PIONEER EMBER | RADIAL ATLAS | J9IWE6649 | HAS | 1.73% | $17,543,619 |
| ELEMENT PRIME RADIAL | QUANTUM MERIDIAN | 6E4R5JXCV | VVZ | 5.19% | $31,269,479 |
| FOUNDATION RADIAL | BEACON VITAL | HK6S3REWA | PLYI | 11.92% | $89,755,288 |