{
  "crd_number": 140599,
  "slug": "larson-financial-group-llc-saint-louis-mo-140599",
  "primary_business_name": "LARSON FINANCIAL GROUP, LLC",
  "legal_name": "LARSON FINANCIAL GROUP, LLC",
  "dbas": [
    "LIONSGATE ADVISORS",
    "MIDWEST WEALTH MANAGEMENT",
    "OAKMONT FINANCIAL GROUP",
    "THE PHYSICIANS THRIVE",
    "WORK OPTIONAL"
  ],
  "city": "Saint Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-06-23",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 5481842388.0,
  "raum_discretionary": 4842393180.0,
  "raum_non_discretionary": 639449208.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 131,
  "advisory_employees": 68,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 26651843.0,
      "count": 5
    },
    "individuals": {
      "raum": 1006096426.0,
      "count": 3218
    },
    "pension_profit_sharing": {
      "raum": 15493825.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 4432649951.0,
      "count": 1719
    },
    "corporations_other_businesses": {
      "raum": 950343.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/larsonfinancial",
    "https://larson.com",
    "https://linkedin.com/company/larson-financial",
    "https://twitter.com/larsonfinancial?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140599",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "SAINT LOUIS",
  "url": "https://advisorcensus.com/firm/larson-financial-group-llc-saint-louis-mo-140599",
  "display_name": "Larson Financial Group, LLC",
  "summary": "Larson Financial Group, LLC is an SEC-registered investment advisory firm in Saint Louis, MO, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Larson Financial Group, LLC (CRD 140599): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Larson Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Larson Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Larson Financial Group, LLC located?",
      "a": "Larson Financial Group, LLC's principal office is in Saint Louis, MO, according to its Form ADV; the April 2026 filing also lists 19 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Larson Financial Group, LLC registered with the SEC or a state?",
      "a": "Larson Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 140599."
    },
    {
      "q": "How much does Larson Financial Group, LLC manage?",
      "a": "Larson Financial Group, LLC reports $5,481,842,388 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (88% discretionary)."
    },
    {
      "q": "How have Larson Financial Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Larson Financial Group, LLC: Regulatory assets under management: $1,480,030,000 in the October 2021 data and $5,481,842,388 in the October 2026 data, up 270%. Total employees: 137 in October 2021 and 131 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Larson Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,218); high net worth individuals (1,719); pension and profit sharing plans (but not the plan participants or government pension plans) (13)."
    },
    {
      "q": "Which custodians does Larson Financial Group, LLC use?",
      "a": "Larson Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Larson Financial Group, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140599"
    },
    {
      "q": "What changed in Larson Financial Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 57 to 68. Regulatory assets under management went from $4,032,736,835 to $5,481,842,388 (+36%). Added an office in Greenwood Village, CO. No longer lists an office in Denver, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1480030000.0,
      "total_employees": 137,
      "filing_date": "2021-07-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2204300000.0,
      "total_employees": 121,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2335800000.0,
      "total_employees": 160,
      "filing_date": "2023-08-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2744800000.0,
      "total_employees": 75,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4032736835.0,
      "total_employees": 115,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5481842388.0,
      "total_employees": 131,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 57 to 68.",
        "Regulatory assets under management went from $4,032,736,835 to $5,481,842,388 (+36%).",
        "Added an office in Greenwood Village, CO.",
        "No longer lists an office in Denver, CO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/larson-financial-group-llc-saint-louis-mo-140599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3218,
      "fewer_than_5": false,
      "raum": 1006096426.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1719,
      "fewer_than_5": false,
      "raum": 4432649951.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 15493825.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 26651843.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 950343.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}