{
  "crd_number": 106599,
  "slug": "plancorp-llc-saint-louis-mo-106599",
  "primary_business_name": "PLANCORP, LLC",
  "legal_name": "PLANCORP, LLC",
  "dbas": [
    "PLANCORP WEALTH MANAGEMENT"
  ],
  "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": "1984-01-14",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 10634525882.0,
  "raum_discretionary": 9297583337.0,
  "raum_non_discretionary": 1336942545.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 112,
  "advisory_employees": 52,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 701510510.0,
      "count": 38
    },
    "individuals": {
      "raum": 338974265.0,
      "count": 967
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 574317427.0,
      "count": 94
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 9019723680.0,
      "count": 1284
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NM",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/plancorpllc",
    "https://instagram.com/plancorpwealth?hl=en",
    "https://linkedin.com/company/plancorp-llc",
    "https://plancorp.com",
    "https://x.com/PlancorpWealth",
    "https://youtube.com/user/plancorpllc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106599",
  "city_as_filed": "SAINT LOUIS",
  "url": "https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599",
  "display_name": "Plancorp, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Plancorp, LLC (CRD 106599): 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",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Plancorp, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Plancorp, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Plancorp, LLC registered with the SEC or a state?",
      "a": "Plancorp, LLC is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 106599."
    },
    {
      "q": "How much does Plancorp, LLC manage?",
      "a": "Plancorp, LLC reports $10,634,525,882 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (87% discretionary)."
    },
    {
      "q": "How have Plancorp, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Plancorp, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Plancorp, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Plancorp, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Plancorp, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Plancorp, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 51 to 52."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5067823661.0,
      "total_employees": 68,
      "filing_date": "2021-07-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6077964861.0,
      "total_employees": 68,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5545417718.0,
      "total_employees": 76,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6479677393.0,
      "total_employees": 81,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7295029795.0,
      "total_employees": 83,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10634525882.0,
      "total_employees": 112,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 51 to 52."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 50 to 51."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 48 to 50.",
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 42 to 39.",
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 13, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require a minimum account value to open or maintain an account."
        ]
      }
    ],
    "quotes": [
      "We do not require a minimum account value to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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
    }
  ],
  "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/plancorp-llc-saint-louis-mo-106599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 967,
      "fewer_than_5": false,
      "raum": 338974265.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1284,
      "fewer_than_5": false,
      "raum": 9019723680.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 574317427.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 38,
      "fewer_than_5": false,
      "raum": 701510510.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/106599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}