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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MERAMEC FINANCIAL PLANNERS, LLC

CRD 335112

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1659569-49a9-2fd8-d4f2-2533cd75b92e

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2025 to Feb 18, 2026
3 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $671M
Private client RAUM: $938MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,926
Individual clients: 202
High net worth clients: 248
Custody, client assets: $1.0B
SEC number: 801-132213
CRD: 335112
Filings on the tape: 3
First filed: Apr 3, 2025
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, MO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KELLY ANN RICHERT	Certified Financial Planner	CLAYTON, MO	1	29	2	no
CHRISTOPHER ROBERT MICHALAK	n/a	CLAYTON, MO	1	28	3	no
JULIE ELIZABETH BAHR	Certified Financial Planner	CLAYTON, MO	1	26	2	no
SARAH JANE PINKLEY	n/a	CLAYTON, MO	1	18	2	no
Laura Elizabeth Paulsell	Certified Financial Planner	CLAYTON, MO	1	10	2	no
Amy Borkowski Baker	n/a	CLAYTON, MO	1	15	1	no
JENNIE KLOSTER HELM	n/a	CLAYTON, MO	1	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAHR, JULIE, ELIZABETH	MANAGING MEMBER	C	yes	02/2025	Feb 18, 2026	Feb 18, 2026
MICHALAK, CHRISTOPHER, ROBERT	MANAGING MEMBER	C	yes	02/2025	Feb 18, 2026	Feb 18, 2026
RICHERT, KELLY, ANN	MANAGING MEMBER/CCO	C	yes	02/2025	Feb 18, 2026	Feb 18, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$1.1B	$671M	16	7	0	n/a	n/a
2024	Apr 3, 2025	$0	$0	16	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$0	n/a	n/a	n/a	16	16	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CLAYTON FINANCIAL GROUP, LLC	7	Jul 1, 2025	Mar 26, 2025	ST LOUIS, MO	Firm absorbed	RIA to new firm	53.8%

Relationships

Controls (3)

← MICHALAK, CHRISTOPHER, ROBERTOwnerMANAGING MEMBER, ownership code C, individual
Feb 18, 2026 to presentfactForm ADV
← RICHERT, KELLY, ANNOwnerMANAGING MEMBER/CCO, ownership code C, individual
Feb 18, 2026 to presentfactForm ADV
← BAHR, JULIE, ELIZABETHOwnerMANAGING MEMBER, ownership code C, individual
Feb 18, 2026 to presentfactForm ADV

Registered with (7)

← JENNIE KLOSTER HELMAdvisorregistration: current employment
Mar 26, 2025 to presentfactForm ADV
← KELLY ANN RICHERTAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← CHRISTOPHER ROBERT MICHALAKAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← JULIE ELIZABETH BAHRAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← SARAH JANE PINKLEYAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← Laura Elizabeth PaulsellAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← Amy Borkowski BakerAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV

Moved with (1)

← CLAYTON FINANCIAL GROUP, LLCRegistered adviser7 advisors, firm absorbed, same day
Jul 1, 2025 to Mar 26, 2025factForm ADV

Dated events

Occurred
Jul 1, 2025
Firm absorbed
Clayton Financial Group, LLC's advisors moved to Meramec Financial Planners, LLC (ST Louis, MO): 7 of 13 registered, on the same day
Form ADVobserved 3 days ago
7 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1659569-49a9-2fd8-d4f2-2533cd75b92e
First observed: Apr 3, 2025
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERAMEC FINANCIAL PLANNERS, LLC

CRD 335112

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1659569-49a9-2fd8-d4f2-2533cd75b92e

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KELLY ANN RICHERT

Certified Financial Planner

CLAYTON, MO

CHRISTOPHER ROBERT MICHALAK

n/a

CLAYTON, MO

JULIE ELIZABETH BAHR

Certified Financial Planner

CLAYTON, MO

SARAH JANE PINKLEY

n/a

CLAYTON, MO

Laura Elizabeth Paulsell

Certified Financial Planner

CLAYTON, MO

Amy Borkowski Baker

n/a

CLAYTON, MO

JENNIE KLOSTER HELM

n/a

CLAYTON, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAHR, JULIE, ELIZABETH

MANAGING MEMBER

yes

02/2025

Feb 18, 2026

MICHALAK, CHRISTOPHER, ROBERT

MANAGING MEMBER

yes

02/2025

Feb 18, 2026

RICHERT, KELLY, ANN

MANAGING MEMBER/CCO

yes

02/2025

Feb 18, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$1.1B

$671M

n/a

2024

Apr 3, 2025

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CLAYTON FINANCIAL GROUP, LLC

Jul 1, 2025

Mar 26, 2025

ST LOUIS, MO

Firm absorbed

RIA to new firm

53.8%