SAINT LOUIS, MOCRD 317916Latest ADV February 26, 2026
25 Financial 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 February 26, 2026, reports $545M in regulatory assets under management, 19 employees, 2 offices, and 3,075 accounts.
Assets Under Management
$545M
Employees
19
Offices
2 offices
Total Clients
505
Primary office
SAINT LOUIS, MO
135 WEST ADAMS AVENUE, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
255
2
HNWI
49.5%
250
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$545Mas of February 26, 2026
Discretionary90.3%
$492M
90% of total RAUM90.3%
Non-discretionary9.7%
$53M
10% of total RAUM9.7%
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$545M
Total Accounts3,075
10Y AUM Change+$545M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee27:1
10Y Employee Change+15 (+375.0%)
* 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.