CREVE COEUR, MOCRD 306890Latest ADV February 27, 2026
The Worley Banks Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Creve Coeur, MO. Its latest Form ADV filing, dated February 27, 2026, reports $184M in regulatory assets under management, 3 employees, and 768 accounts.
Assets Under Management
$184M
Employees
3
Offices
--
Total Clients
749
Primary office
CREVE COEUR, MO
6 CITYPLACE DRIVE, SUITE 460, CREVE COEUR, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
614
2
HNWI
18.0%
135
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of February 27, 2026
Discretionary99.8%
$184M
100% of total RAUM99.8%
Non-discretionary0.2%
$423K
0% of total RAUM0.2%
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.
Total AUM$184M
Total Accounts768
10Y AUM Change+$184M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee250:1
10Y Employee Change-1 (-25.0%)
* 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.