# Alexander Labrunerie & Co., Inc.

> Alexander Labrunerie & Co., Inc. is an SEC-registered investment advisory firm in Columbia, MO, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 117153
- Filed as: ALEXANDER LABRUNERIE & CO., INC.
- Also doing business as: LABRUNERIE FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117153
- AdvisorCensus page: https://advisorcensus.com/firm/alexander-labrunerie-and-co-inc-columbia-mo-117153

## Quick answers

**How is Alexander Labrunerie & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Alexander Labrunerie & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Alexander Labrunerie & Co., Inc. located?**
Alexander Labrunerie & Co., Inc.'s principal office is in Columbia, MO, according to its Form ADV.

**Is Alexander Labrunerie & Co., Inc. registered with the SEC or a state?**
Alexander Labrunerie & Co., Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 117153.

**How much does Alexander Labrunerie & Co., Inc. manage?**
Alexander Labrunerie & Co., Inc. reports $618,861,751 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Alexander Labrunerie & Co., Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Alexander Labrunerie & Co., Inc.: Regulatory assets under management: $322,840,460 in the October 2021 data and $618,861,751 in the October 2026 data, up 92%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alexander Labrunerie & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (880); high net worth individuals (304); charitable organizations (2).

**Which custodians does Alexander Labrunerie & Co., Inc. use?**
Alexander Labrunerie & Co., Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Alexander Labrunerie & Co., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117153

**Does Alexander Labrunerie & Co., Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "AFL does not require a minimum dollar value of any account to which it provides advisory and financial planning services."

**What changed in Alexander Labrunerie & Co., Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $525,088,349 to $618,861,751 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> AFL does not require a minimum dollar value of any account to which it provides advisory and financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $618,861,751
- Discretionary: $615,864,689
- Non-discretionary: $2,997,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 880 | $121,054,252 |
| High net worth individuals | 304 | $497,521,318 |
| Charitable organizations | 2 | $286,181 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NH, NY, OR, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- labrunerie.com
- Facebook @labruneriefinc
- Instagram @labruneriefinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,840,460 | 5 | June 8, 2021 |
| October 2022 | $410,748,473 | 7 | March 17, 2022 |
| October 2023 | $381,164,037 | 8 | March 8, 2023 |
| October 2024 | $426,660,009 | 7 | September 10, 2024 |
| October 2025 | $525,088,349 | 7 | March 25, 2025 |
| October 2026 | $618,861,751 | 6 | March 31, 2026 |

Regulatory assets under management: $322,840,460 in the October 2021 data and $618,861,751 in the October 2026 data, up 92%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $525,088,349 to $618,861,751 (+18%).

### January 2026
- No longer registered or notice-filed in AR, DC, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alexander Labrunerie & Co., Inc. (CRD 117153): Form ADV filing data as of October 2026.