Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Plancorp, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
JCK II, INC.Direct owner · Schedule AInterest in PLANCORP, LLC
10% to < 25%
CYNOSURE PARTNERS 2020, LPDirect owner · Schedule AInterest in PLANCORP, LLC
10% to < 25%
TRIA ASSET HOLDINGS E, LLCDirect owner · Schedule AInterest in PLANCORP, LLC
10% to < 25%
BMK HOLDINGS, INC.Direct owner · Schedule AInterest in PLANCORP, LLC
5% to < 10%
HCF, INC.Direct owner · Schedule AInterest in PLANCORP, LLC
5% to < 10%
BLW INVESTMENT COMPANYDirect owner · Schedule AInterest in PLANCORP, LLC
5% to < 10%
CYNOSURE WEALTH PARTNERS, LLCDirect owner · Schedule AInterest in PLANCORP, LLC
5% to < 10%
THE BRIAN M. KING REVOCABLE TRUSTIndirect owner · Schedule BInterest in BMK HOLDINGS, INC.
75%+
THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011Indirect owner · Schedule BInterest in HCF, INC.
75%+
BRIAN LOUIS WIEDERMANNIndirect owner · Schedule BInterest in BLW INVESTMENT COMPANY
75%+
Spencer Fox EcclesIndirect owner · Schedule BInterest in GEORGE S. AND DOLORES DORE ECCLES FOUNDATION
75%+
J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUSTIndirect owner · Schedule BInterest in JCK II, INC.
75%+
TRIA CAPITAL PARTNERS ASSETCO, LLCIndirect owner · Schedule BInterest in TRIA ASSET HOLDINGS E, LLC
75%+
TRIA CAPITAL PARTNERS, LLCIndirect owner · Schedule BInterest in TRIA CAPITAL PARTNERS ASSETCO, LLC
75%+
TRIA CAPITAL PARTNERS HOLDINGS, LLCIndirect owner · Schedule BInterest in TRIA CAPITAL PARTNERS, LLC
75%+
GEORGE S. AND DOLORES DORE ECCLES FOUNDATIONIndirect owner · Schedule BInterest in CYNOSURE WEALTH PARTNERS, LLC
25% to < 50%
BENJAMIN JOHN ROBINSIndirect owner · Schedule BInterest in TRIA CAPITAL PARTNERS HOLDINGS, LLC
25% to < 50%
STEVEN EDWARD CORTEZIndirect owner · Schedule BInterest in TRIA CAPITAL PARTNERS HOLDINGS, LLC
25% to < 50%
YVONNE NADINNE KANNERIndirect owner · Schedule BInterest in TRIA CAPITAL PARTNERS HOLDINGS, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Plancorp, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-09-10 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | J. CHRISTOPHER KERCKHOFFCHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER01/2022 | Schedule APDF page 26 |
| 2 | JCK II, INC.MEMBERDomestic entity | PLANCORP, LLC | 10% to less than 25%Code B | No | MEMBER07/2010 | Schedule APDF page 26 |
| 3 | WESLEY WARREN GARTONCHIEF FINANCIAL OFFICERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER11/2022 | Schedule APDF page 26 |
| 4 | MARTHIN FREDERICK DE BEERELECTED MANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | ELECTED MANAGER05/2017 | Schedule APDF page 26 |
| 5 | BMK HOLDINGS, INC.MEMBERDomestic entity | PLANCORP, LLC | 5% to less than 10%Code A | No | MEMBER12/2011 | Schedule APDF page 26 |
| 6 | HCF, INC.MEMBERDomestic entity | PLANCORP, LLC | 5% to less than 10%Code A | No | MEMBER12/2011 | Schedule APDF page 26 |
| 7 | BLW INVESTMENT COMPANYMEMBERDomestic entity | PLANCORP, LLC | 5% to less than 10%Code A | No | MEMBER12/2011 | Schedule APDF page 26 |
| 8 | CYNOSURE WEALTH PARTNERS, LLCMEMBERDomestic entity | PLANCORP, LLC | 5% to less than 10%Code A | No | MEMBER05/2021 | Schedule APDF page 26 |
| 9 | CYNOSURE PARTNERS 2020, LPMEMBERDomestic entity | PLANCORP, LLC | 10% to less than 25%Code B | No | MEMBER05/2021 | Schedule APDF page 26 |
| 10 | BRIAN MATTHEW KINGVICE CHAIRMAN AND ELECTED MANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | VICE CHAIRMAN AND ELECTED MANAGER01/2022 | Schedule APDF page 26 |
| 11 | MICHAEL LEO ESSONCHIEF INFORMATION SECURITY OFFICERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | CHIEF INFORMATION SECURITY OFFICER06/2020 | Schedule APDF page 26 |
| 12 | KATHERINE (KASEY) CARRINGTON JOYCE GRELLEMANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | MANAGER10/2022 | Schedule APDF page 26 |
| 13 | SPENSER HAYWARD SEGALMANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | MANAGER10/2022 | Schedule APDF page 26 |
| 14 | TRIA ASSET HOLDINGS E, LLCMEMBERDomestic entity | PLANCORP, LLC | 10% to less than 25%Code B | Yes | MEMBER02/2024 | Schedule APDF page 26 |
| 15 | BENJAMIN JOHN ROBINSELECTED MANAGERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | ELECTED MANAGER02/2024 | Schedule APDF page 26 |
| 16 | JOHN JOSEPH SASTRYCHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICERIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER02/2025 | Schedule APDF page 26 |
| 17 | BRANDON KIETH MUIRHEADELECTED MANAGER OF CYNOSUREIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | ELECTED MANAGER OF CYNOSURE01/2025 | Schedule APDF page 26 |
| 18 | Jeff SmithCOOIndividual | PLANCORP, LLC | Less than 5%Code NA | Yes | COO07/2025 | Schedule APDF page 26 |
| 19 | J. CHRISTOPHER KERCKHOFFTRUSTEEIndividual | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE06/2010 | Schedule BPDF page 27 |
| 20 | THE BRIAN M. KING REVOCABLE TRUSTSOLE SHAREHOLDERDomestic entity | BMK HOLDINGS, INC. | 75% or moreCode E | No | SOLE SHAREHOLDER12/2011 | Schedule BPDF page 27 |
| 21 | BRIAN MATTHEW KINGTRUSTEEIndividual | THE BRIAN M. KING REVOCABLE TRUST | Percentage not specifiedCode F | No | TRUSTEE12/2011 | Schedule BPDF page 27 |
| 22 | ANNA ELIZABETH KINGTRUSTEEIndividual | THE BRIAN M. KING REVOCABLE TRUST | Percentage not specifiedCode F | No | TRUSTEE12/2011 | Schedule BPDF page 27 |
| 23 | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011SOLE SHAREHOLDERDomestic entity | HCF, INC. | 75% or moreCode E | No | SOLE SHAREHOLDER12/2011 | Schedule BPDF page 27 |
| 24 | HARRY CHAD FRAZIERTRUSTEEIndividual | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | Percentage not specifiedCode F | No | TRUSTEE12/2011 | Schedule BPDF page 27 |
| 25 | CHRISTINA STEUBY FRAZIERTRUSTEEIndividual | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | Percentage not specifiedCode F | No | TRUSTEE12/2011 | Schedule BPDF page 27 |
| 26 | BRIAN LOUIS WIEDERMANNSOLE SHAREHOLDERIndividual | BLW INVESTMENT COMPANY | 75% or moreCode E | No | SOLE SHAREHOLDER12/2011 | Schedule BPDF page 27 |
| 27 | GEORGE S. AND DOLORES DORE ECCLES FOUNDATIONMEMBERDomestic entity | CYNOSURE WEALTH PARTNERS, LLC | 25% to less than 50%Code C | Yes | MEMBER09/2016 | Schedule BPDF page 27 |
| 28 | Spencer Fox EcclesDIRECTORIndividual | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | 75% or moreCode E | Yes | DIRECTOR01/1981 | Schedule BPDF page 27 |
| 29 | Lisa Ellen EcclesDIRECTORIndividual | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | Percentage not specifiedCode F | Yes | DIRECTOR09/2016 | Schedule BPDF page 27 |
| 30 | Robert Maurice GrahamDIRECTORIndividual | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | Percentage not specifiedCode F | Yes | DIRECTOR09/2016 | Schedule BPDF page 27 |
| 31 | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUSTSOLE SHAREHOLDERDomestic entity | JCK II, INC. | 75% or moreCode E | Yes | SOLE SHAREHOLDER06/2010 | Schedule BPDF page 27 |
| 32 | Jessica Ann KerckhoffTRUSTEEIndividual | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE06/2010 | Schedule BPDF page 27 |
| 33 | TRIA CAPITAL PARTNERS ASSETCO, LLCMEMBERDomestic entity | TRIA ASSET HOLDINGS E, LLC | 75% or moreCode E | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
| 34 | TRIA CAPITAL PARTNERS, LLCMEMBERDomestic entity | TRIA CAPITAL PARTNERS ASSETCO, LLC | 75% or moreCode E | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
| 35 | TRIA CAPITAL PARTNERS HOLDINGS, LLCMEMBERDomestic entity | TRIA CAPITAL PARTNERS, LLC | 75% or moreCode E | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
| 36 | BENJAMIN JOHN ROBINSMEMBERIndividual | TRIA CAPITAL PARTNERS HOLDINGS, LLC | 25% to less than 50%Code C | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
| 37 | STEVEN EDWARD CORTEZMEMBERIndividual | TRIA CAPITAL PARTNERS HOLDINGS, LLC | 25% to less than 50%Code C | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
| 38 | YVONNE NADINNE KANNERMEMBERIndividual | TRIA CAPITAL PARTNERS HOLDINGS, LLC | 25% to less than 50%Code C | Yes | MEMBER02/2024 | Schedule BPDF page 27 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/10/2026 12:11:34 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.