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CRD 117153
COLUMBIA, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALEXANDER FERNAND LABRUNERIE | n/a | COLUMBIA, MO | 25 | 34 | n/a | yes |
| BRET ALLEN RODABAUGH | Certified Financial Planner | COLUMBIA, MO | 3 | 12 | n/a | yes |
| LESLIE ANNE WILBERS | n/a | COLUMBIA, MO | 2 | 16 | n/a | yes |
| Thomas Chaney | n/a | COLUMBIA, MO | 0 | 13 | n/a | no |
| Luke Elliot Hynes | n/a | COLUMBIA, MO | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LABRUNERIE, ALEXANDER, FERNAND | PRESIDENT, CHIEF COMPLIANCE OFFICER (07/2016) | E | yes | 11/1995 | Nov 15, 2016 | Sep 10, 2024 |
| RODABAUGH, BRET, ALLEN | Owner | B | no | 01/2023 | Mar 8, 2023 | Sep 10, 2024 |
| WILBERS, LESLIE, ANNE | Owner | B | no | 03/2015 | Mar 8, 2023 | Sep 10, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $619M | $616M | 6 | 6 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $525M | $525M | 7 | 5 | 0 | n/a | n/a |
| 2023 | Mar 22, 2024 | $427M | $395M | 10 | 6 | 0 | n/a | n/a |
| 2022 | Mar 8, 2023 | $381M | $348M | 8 | 8 | 1 | n/a | n/a |
| 2021 | Mar 17, 2022 | $411M | $385M | 7 | 7 | 1 | n/a | n/a |
| 2020 | Mar 1, 2021 | $323M | $317M | 5 | 5 | 1 | n/a | n/a |
| 2019 | Mar 13, 2020 | $260M | $259M | 5 | 5 | 1 | n/a | n/a |
| 2018 | Mar 15, 2019 | $197M | $195M | 5 | 4 | 1 | n/a | n/a |
| 2017 | Mar 16, 2018 | $275M | $274M | 2 | 2 | 1 | n/a | n/a |
| 2016 | Mar 29, 2017 | $170M | $165M | 2 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $619M | $525M | 17.9% | $381M | 17.5% | 6 | 7 | 0 | 0 |