Firm profile

DUNCKER STREETT & CO.

ST. LOUIS, MOCRD 110828Latest ADV March 25, 2026

Duncker Streett & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$707M
Employees
5
Offices
--
Total Clients
173
Primary office
ST. LOUIS, MO
8000 MARYLAND, SUITE 1100, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTerry A. Daniels

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.3% of total clients.
Top client categories% of clientsClients
1
HNWI
54.3%
94
2
Individuals
41.0%
71
3
Charitable
3.5%
6
4
Pension Plans
1.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$707Mas of March 25, 2026
Discretionary98.4%
$696M
98% of total RAUM98.4%
Non-discretionary1.6%
$11M
2% of total RAUM1.6%
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$707M
Total Accounts421
10Y AUM Change+$340M (+92.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee35:1
10Y Employee Change-1 (-16.7%)

* 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.