# Pinnacle Family Advisors

Pinnacle Family Advisors is a Bank / Wealth / Trust based in Springfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Springfield, United States
- **Region:** North America
- **Address:** 620 W. Republic Rd, Suite 104, Springfield, MO 65807, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** pinnaclefamilyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/pinnaclefamilyadvisors

## Regulatory record

- **CRD number:** 145628
- **SEC file number:** 801-78013
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31
- **Reports private funds:** No

## About

Founder and president Sean McCurry established Pinnacle Family Advisors in 2007, positioning the firm as an independent Registered Investment Advisor legally bound to fiduciary duty. Operating from a headquarters in Springfield, Missouri, and a St. Louis office, PFA serves individuals, families, trusts, estates, and business entities across the United States. The firm’s website states no revenue-sharing agreements with fund families, reinforcing the structural independence it cites as a differentiator. The firm’s investment menu spans traditional portfolio management, retirement planning, and private investments. Its in-house capabilities include two proprietary PFA funds managed by chief investment officer Paul Carroll, alongside external asset allocation. Financial planning services extend to 401(k) management, business consulting for corporations and individuals, and legacy and estate planning. PFA publicly names a team of eleven across two Missouri offices, including two Certified Financial Planners, one Certified Public Accountant, and one Accredited Investment Fiduciary. The firm reports over 80 years of combined industry experience across its advisory staff, with professional backgrounds that include prior roles at larger financial firms, the U.S. military, corporations, and charitable organizations. PFA manages its own dedicated strategies through the two PFA funds while offering broad wealth-management services under one roof, from investment management to business consulting. PFA’s structural differentiator is the combination of an RIA fiduciary model with in-house fund management, avoiding external revenue-sharing agreements that can shape recommendations at non-fiduciary shops. The firm operates with a team-based approach rather than relying on a single advisor to cover all disciplines, which it argues allows specialized financial, tax, and estate-planning advice to be delivered under a unified framework.

## Sectors

- Wealth Management
- Estate Planning
- Private Investments
- Business Consulting

## Offices

- 1001 Craig Road, Suite 375, Saint Louis, MO 63146, United States

## People

- Sean McCurry — Founder/President
- Paul Carroll — Chief Investment Officer
- Michael Vaughn — Vice President
- Brian McCracken — Portfolio Manager
- Joel Pearson — Vice President
- Geoffrey Russell — Financial Advisor
- Cory Epperson — Relationship Manager
- Janet Hudson — Sr. Relationship Manager
- Christopher Beste — Certified Financial Planner

## Questions

### Who runs investment decisions at Pinnacle Family Advisors?

Paul Carroll serves as the Chief Investment Officer and manages the firm’s two proprietary PFA funds. Founder Sean McCurry leads the firm as president, while vice president Michael Vaughn, a Certified Financial Planner, and portfolio manager Brian McCracken round out the investment leadership. The firm structures its advisory work around a team-based model rather than a single lead portfolio manager.

### What professional designations does the Pinnacle Family Advisors team hold?

The firm’s website identifies two Certified Financial Planners (CFP®), one Certified Public Accountant (CPA), and one Accredited Investment Fiduciary (AIF®) on its team of eleven. This mix of credentials supports the firm’s stated ability to deliver integrated financial, tax, and estate-planning advice under one roof.

## Related profiles

- [Pinnacle Equity Partners](https://altss.com/profile/pinnacle-equity-partners-gp)
- [Pinnacle Financial Group](https://altss.com/profile/pinnacle-financial-group)

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Updated: 2026-10-23T13:38:53Z

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