SourcingSourcing

PINNACLE FAMILY ADVISORS, LLC

C40
CRD 145628·SEC 801-78013·SPRINGFIELD, MO
AUM
$371.7M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINNACLE FAMILY ADVISORS, LLC
CRD
145628
SEC file #
801-78013
EIN
261317896
DBA names
—

Economics

AUM
$371.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$213.8M → $371.7M▲ +74%
Client mix
Individuals Other802
Individuals High Net Worth105
Corporations6
Investment Companies2
Pension Profit Sharing Plans1

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
8 advisors → 8 advisors▬ 0%
Primary office
SPRINGFIELD MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/michaelvaughncfp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCURRY, RONALD, SEAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MCCURRY, RONALD, SEAN
BRITTON FAMILY DYNASTY TRUST-
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,333
Form 5500 Compensation Trajectory 3y
20258,333
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,333
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001679064
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-08-30
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-001983

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
620 W. REPUBLIC ROADSUITE 104SPRINGFIELD, MO 65807
Business
620 W. REPUBLIC ROADSUITE 104SPRINGFIELD, MO 65807
Edgar EIN
261317896
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-001983
13F-HR2026-02-17 · 0001172661-26-000958
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2873002
Trust Company Affiliate
No

People (10)

10
MCCURRY, RONALD, SEAN
IAR · Direct Owner · 37.5%
2873002
O'REILLY, TIMOTHY, BRIAN
Direct Owner · 7.5%
5446297
CARROLL, PAUL, THOMAS
IAR · Executive Officer · 2.5%
2229563
MICHAEL TODD VAUGHN
IAR
4140495
CHRISTOPHER ALLEN BESTE
IAR
5105614
JANET SUE HUDSON
IAR
6043584
GEOFFREY GENE RUSSELL
IAR
4962089
BRIAN CHARLES MCCRACKEN
IAR
4570232
JOEL STEPHEN PEARSON
IAR
4693433
Cody M. Breeden
IAR
8219673