Philip Vongontard, Cfa, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St.Louis, MO. Its latest Form ADV filing, dated July 9, 2025, reports $313M in regulatory assets under management, 1 employee, and 215 accounts.
Assets Under Management
$313M
Employees
1
Offices
--
Total Clients
73
Primary office
ST.LOUIS, MO
9909 CLAYTON ROAD, SUITE 210, ST.LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
42
2
Individuals
42.5%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of July 9, 2025
Discretionary100.0%
$313M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$313M
Total Accounts215
10Y AUM Change+$127M (+78.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee73:1
10Y Employee Change0 (0.0%)
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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.
The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.
* 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.