SAINT LOUIS, MOCRD 106599Latest ADV April 16, 2026
Plancorp, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated April 16, 2026, reports $9.9B in regulatory assets under management, 96 employees, 8 offices, and 9,001 accounts.
Assets Under Management
$9.9B
Employees
96
Offices
8 offices
Total Clients
2,367
Primary office
SAINT LOUIS, MO
540 MARYVILLE CENTRE DRIVE, SUITE 105, SAINT LOUIS, MO, United States
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
1,237
2
Individuals
42.6%
1,008
3
Pension Plans
3.6%
85
4
Charitable
1.6%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.9Bas of April 16, 2026
Discretionary88.2%
$8.8B
88% of total RAUM88.2%
Non-discretionary11.8%
$1.2B
12% of total RAUM11.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.9B
Total Accounts9,001
10Y AUM Change+$6.5B (+189.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees96
Clients per Employee25:1
10Y Employee Change+42 (+77.8%)
* 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.