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| Pinnacle Family Advisors LLC
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|---|---|
| CRD # | 145628 |
| SEC # | 801-78013 |
| CIK # | 0001679064 |
| AUM | 371.7 M (2026-03-31) |
| Employees | 13 (62% Investors, 38% Brokers) |
| Phone | 417-886-6590 |
| Address | 620 W Republic Road Springfield, MO 65807 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| O Reilly Automotive Inc | 7.9 | ||
| Nvidia Corp | 6.8 | ||
| Apple Inc | 6.5 | ||
| Tesla Motors Inc | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| SPDR Gold Trust | 1.6 | ||
| iShares Silver Trust | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 802 | 150.5 |
| (b) Individuals (high net worth individuals) | 105 | 144.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 73.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,007 | 371.7 |
| By Discretionary | ||
| Discretionary | 2,007 | 371.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,007 | 371.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.7 | |
| Total | 2,007 | 371.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001679064] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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