AdvisorCensus / Financial advisors / Missouri / St. Louis / Plancorp, LLC
Plancorp, LLC is an SEC-registered investment advisory firm in Saint Louis, MO, registered since 1984, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Quick answers
From the filingHow is Plancorp, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Plancorp, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Plancorp, LLC located?
Plancorp, LLC's principal office is in Saint Louis, MO, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Plancorp, LLC registered with the SEC or a state?
Plancorp, LLC is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 106599.
How much does Plancorp, LLC manage?
Plancorp, LLC reports $10,634,525,882 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (87% discretionary).
How have Plancorp, LLC's assets and staff changed since 2021?
In the Form ADV data for Plancorp, LLC: Regulatory assets under management: $5,067,823,661 in the October 2021 data and $10,634,525,882 in the October 2026 data, up 110%. Total employees: 68 in October 2021 and 112 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Plancorp, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1,284); individuals (other than high net worth individuals) (967); pension and profit sharing plans (but not the plan participants or government pension plans) (94).
Which custodians does Plancorp, LLC use?
Plancorp, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Plancorp, LLC 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/106599
Does Plancorp, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 13, 2026 says: "We do not require a minimum account value to open or maintain an account."
What changed in Plancorp, LLC's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 51 to 52.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require a minimum account value to open or maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated August 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$10,634,525,882 as of October 2026, filing dated September 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- PLANCORP WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1984 (42 years)
- Employees
- Total: 112. Performing investment advisory functions: 52.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
34 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $10,634,525,882 | 112 | September 10, 2026 |
| October 2025 | $7,295,029,795 | 83 | June 2, 2025 |
| October 2024 | $6,479,677,393 | 81 | June 13, 2024 |
| October 2023 | $5,545,417,718 | 76 | August 24, 2023 |
| October 2022 | $6,077,964,861 | 68 | September 19, 2022 |
| October 2021 | $5,067,823,661 | 68 | July 2, 2021 |
Regulatory assets under management: $5,067,823,661 in the October 2021 data and $10,634,525,882 in the October 2026 data, up 110%.
Total employees: 68 in October 2021 and 112 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 51 to 52.
- August 2026
- Employees performing advisory functions went from 50 to 51.
- June 2026
- Employees performing advisory functions went from 48 to 50.
- Registered or notice-filed in UT.
- May 2026
- Employees performing advisory functions went from 43 to 48.
- Regulatory assets under management went from $8,399,728,854 to $9,942,372,723 (+18%).
- Added an office in Fresno, CA.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 39 to 43.
- Regulatory assets under management went from $7,294,144,052 to $8,399,728,854 (+15%).
- No longer lists an office in Sarasota, FL.
- Registered or notice-filed in NV.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Employees performing advisory functions went from 42 to 39.
- Registered or notice-filed in GA.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Plancorp, LLC (CRD 106599): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599