Meramec Financial Planners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated February 18, 2026, reports $1.1B in regulatory assets under management, 16 employees, and 1,926 accounts.
Assets Under Management
$1.1B
Employees
16
Offices
--
Total Clients
474
Primary office
CLAYTON, MO
7911 FORSYTH BLVD., SUITE 200, CLAYTON, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
248
2
Individuals
42.6%
202
3
Pension Plans
5.1%
24
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 18, 2026
Discretionary59.6%
$671M
60% of total RAUM59.6%
Non-discretionary40.4%
$456M
40% of total RAUM40.4%
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$1.1B
Total Accounts1,926
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.