# 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.

- CRD: 106599
- Filed as: PLANCORP, LLC
- Also doing business as: PLANCORP WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Louis, MO
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106599
- AdvisorCensus page: https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: None

> We do not require a minimum account value to open or maintain an account.

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.
- Fidelity Brokerage Services LLC

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: $10,634,525,882
- Discretionary: $9,297,583,337
- Non-discretionary: $1,336,942,545

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 967 | $338,974,265 |
| High net worth individuals | 1,284 | $9,019,723,680 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 94 | $574,317,427 |
| Charitable organizations | 38 | $701,510,510 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 1984 (42 years)
- Employees: 112 total, 52 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fresno, CA

### Websites listed on Form ADV (Item 1.I)
- plancorp.com
- Facebook @plancorpllc
- Instagram @plancorpwealth
- LinkedIn @plancorp-llc
- X @PlancorpWealth
- YouTube @plancorpllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,067,823,661 | 68 | July 2, 2021 |
| October 2022 | $6,077,964,861 | 68 | September 19, 2022 |
| October 2023 | $5,545,417,718 | 76 | August 24, 2023 |
| October 2024 | $6,479,677,393 | 81 | June 13, 2024 |
| October 2025 | $7,295,029,795 | 83 | June 2, 2025 |
| October 2026 | $10,634,525,882 | 112 | September 10, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plancorp, LLC (CRD 106599): Form ADV filing data as of October 2026.