DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Plancorp, LLC
Latest filing Sep 10, 2026
First filing on the tape Dec 5, 2011 · 55 filings
SEC status approved since Jan 14, 1984
RAUM
$11B
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
88%
$9.4B individuals and HNW
Advisors
52
registered through the firm on IAPD
RAUM per advisor
$205M
derived; firm RAUM over IAPD count
Employees
112
52 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
55 filings and snapshots on the tape
RAUM$11B as of Aug 13, 2026
Mar 28, 2012$1.6B then
HNW client RAUM$9.0B as of Aug 13, 2026
Mar 29, 2018$3.0B then
State-registered IARs (5.B.3)52 as of Aug 13, 2026
Mar 28, 20120 then
Employees (5.A)112 as of Aug 13, 2026
Mar 28, 201330 then
Private funds: no history
RAUM +46% over the last fiscal year+24% a year over threeIARs 41 to 52offices 4 to 12
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $205MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.0MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 4.0derived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +53%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Custody
- $7.0B, 1,987 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$9.0B85%
- Charitable organizations$702M6.6%
- Pension and profit-sharing plans$574M5.4%
- Individuals$339M3.2%
- Individual clients
- 967reported
- HNW clients
- 1,284reported
- Pension plan clients
- 94reported
- Charitable clients
- 38reported
- Accounts
- 9,200reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.0B for 1,987 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
52 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J. Christopher KerckhoffCertified Financial Planner | Saint Louis, Mo | Apr 20, 2000 | 26 y | 0 |
| Lawrence John Legrand | Saint Louis, Mo | Mar 5, 2002 | 25 y | 0 |
| Brian Louis WiedermannCertified Financial Planner | Saint Louis, Mo | Dec 18, 2002 | 26 y | 0 |
| Harry Chad FrazierCertified Financial Planner | Saint Louis, Mo | Jan 21, 2003 | 24 y | 0 |
| Joseph Matthew PataneCertified Financial Planner | Lakewood Ranch, Fl | Mar 1, 2005 | 29 y | 0 |
| Brian Matthew KingCertified Financial Planner | St. Louis, Mo | Jun 25, 2008 | 18 y | 0 |
| Leo Gerard Haas | Saint Louis, Mo | Dec 22, 2008 | 18 y | 0 |
| Kyle Howard AttarianCertified Financial Planner, Chartered Financial Analyst | Saint Louis, Mo | Nov 18, 2009 | 20 y | 1 |
| Susan Lynn Conrad | Saint Louis, Mo | Jun 20, 2013 | 15 y | 0 |
| Rebecca Lynn Bone | Saint Louis, Mo | Mar 5, 2014 | 26 y | 1 |
| Charles Michael Dambach | Saint Louis, Mo | Oct 29, 2014 | 12 y | 0 |
| Benjamin Jakob SchwartzCertified Financial Planner | Chicago, Il | Jan 22, 2015 | 19 y | 1 |
| Charles Frederick Meyer | Saint Louis, Mo | Feb 24, 2015 | 33 y | 2 |
| Peter Joseph LazaroffCertified Financial Planner, Chartered Financial Analyst | Saint Louis, Mo | Apr 7, 2015 | 18 y | 2 |
| Matthew John Baisden | Saint Louis, Mo | Jul 13, 2016 | 11 y | 1 |
| Larry L Guess | Saint Louis, Mo | Mar 28, 2017 | 11 y | 0 |
| Austin Eliah LewisCertified Financial Planner | Saint Louis, Mo | Nov 9, 2017 | 11 y | 0 |
| Sean William KyleCertified Financial Planner | San Francisco, Ca | Nov 9, 2017 | 11 y | 0 |
| Joleen Sue ScharenbrochCertified Financial Planner | Saint Louis, Mo | Apr 30, 2018 | 30 y | 1 |
| Derek Franklin JessCertified Financial Planner | Saint Louis, Mo | Jul 26, 2018 | 11 y | 1 |
| Ranie J VerbyCertified Financial Planner | Saint Louis, Mo | Oct 26, 2019 | 11 y | 1 |
| Jessica Maureen WeissCertified Financial Planner | Bradenton, Fl | Mar 31, 2021 | 13 y | 1 |
| Meaghan FaerberCertified Financial Planner, Personal Financial Specialist | Saint Louis, Mo | Dec 7, 2021 | 16 y | 0 |
| Samantha Laforest DombekCertified Financial Planner | Saint Louis, Mo | Mar 7, 2022 | 10 y | 0 |
| Yezmin Thomas | Derby, Ks | Mar 10, 2022 | 19 y | 1 |
| Kevin Lee DanielCertified Financial Planner | Saint Louis, Mo | Mar 11, 2022 | 14 y | 0 |
| Kori Marie HemmannCertified Financial Planner | Saint Louis, Mo | Jan 1, 2023 | 17 y | 0 |
| Kelsey AbbottCertified Financial Planner | Saint Louis, Mo | Mar 7, 2023 | 13 y | 0 |
| Deanna Schuler OrfCertified Financial Planner | Saint Louis, Mo | Nov 2, 2023 | 19 y | 6 |
| Bryan David BartsCertified Financial Planner | Saint Louis, Mo | Nov 20, 2023 | 13 y | 3 |
| Michael P DempseyCertified Financial Planner | Saint Louis, Mo | Nov 28, 2023 | 12 y | 0 |
| Mary CrawleyCertified Financial Planner, Chartered Financial Consultant | Holly Springs, Nc | Feb 20, 2024 | 12 y | 1 |
| Brian Charles WatsonCertified Financial Planner | Saint Louis, Mo | May 14, 2024 | 12 y | 1 |
| Dawn Torres-GaleCertified Financial Planner, Chartered Financial Consultant | Saint Louis, Mo | Jun 13, 2024 | 13 y | 2 |
| Robert John AnderbergCertified Financial Planner | Saint Louis, Mo | Jun 17, 2024 | 24 y | 2 |
| Devin William Ploesser | Saint Louis, Mo | Aug 13, 2024 | 14 y | 4 |
| Steven Floyd Owens | Saint Louis, Mo | Mar 25, 2025 | 12 y | 2 |
| Brian Patrick RiggsCertified Financial Planner | Saint Louis, Mo | Oct 15, 2025 | 10 y | 4 |
| Stacey Lynn MannebachCertified Financial Planner | Saint Louis, Mo | Nov 13, 2025 | 11 y | 1 |
| Ryan Robert MillerCertified Financial Planner | Saint Louis, Mo | Nov 17, 2025 | 18 y | 3 |
Advisor movement
3 left, 12 joined in 12 months
net +9 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 5.8% of current headcount5 left over 36 months
Left, latest
- Susan Jones to SavvyOct 10, 2025 · RIA to RIA
- Sara Marie Gelsheimer to SavvyOct 10, 2025 · RIA to RIA
- Desiree Blythe Kaul to Kaul Financial SolutionsOct 10, 2025 · RIA to a state-registered adviser
- Jacob Joseph Malina to Moneta Group Investment Advisors, LLCOct 16, 2024 · RIA to RIA
- Emily Beilman to Coats Financial PlanningJul 12, 2024 · RIA to a state-registered adviser
- Christopher Alan Arnold to Secfi Advisory LimitedFeb 11, 2022 · Other
- Wesley James Leftwich to Dew Wealth ManagementJan 5, 2022 · RIA to RIA
- Nicholas Stork to Citigroup Global Markets Inc.Aug 24, 2021 · RIA to affiliated broker-dealer or bank
- Daniel S Lee to Brightplan LLCAug 10, 2021 · RIA to RIA
- Elizabeth Weidner Beauboeuf to UBS Financial Services Inc.Apr 22, 2021 · RIA to wirehouse
- Haleigh Rose Albers to Brightplan LLCApr 16, 2021 · RIA to RIA
- Krista Nicole Thompson to Cwm, LLCAug 7, 2019 · RIA to affiliated broker-dealer or bank
- Ryan Robert Miller to Elser Financial Planning, Inc.Sep 17, 2018 · RIA to RIA
- Jason Sy Co to Td Ameritrade Investment Management, LLCJul 27, 2018 · RIA to RIA
- Michael James Vredenburgh to Moneta Group Investment Advisors, LLCFeb 2, 2018 · Other
Joined, latest
- Andrew Marcantonio-Fields from Vanguard Advisers, Inc.Aug 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kevin Jordan Graham from Cibc Private Wealth Advisors, Inc.Jul 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Valeriane Michelle Wilson from Athena'S Wealth, Inc.May 28, 2026 · Other
- Wade Allan Wallace from Regency Investment Advisors IncApr 1, 2026 · RIA to RIA
- Noah Joseph Menezes from Regency Investment Advisors IncApr 1, 2026 · RIA to RIA
- Judson Ray Myers from Regency Investment Advisors IncApr 1, 2026 · RIA to RIA
- Christopher Louis Comstock from Regency Investment Advisors IncApr 1, 2026 · RIA to RIA
- Ryan John Barnes from Regency Investment Advisors IncApr 1, 2026 · RIA to RIA
- Odaro Eric Aisueni from Willis Johnson WealthDec 10, 2025 · RIA to RIA
- Ryan Robert Miller from Dew Wealth ManagementNov 17, 2025 · RIA to RIA
- Stacey Lynn Mannebach from Moneta Group Investment Advisors, LLCNov 13, 2025 · RIA to RIA
- Brian Patrick Riggs from Moneta Group Investment Advisors, LLCOct 15, 2025 · RIA to RIA
- Steven Floyd Owens from Advice And Planning ServicesMar 25, 2025 · Affiliated broker-dealer or bank to independent RIA
- Devin William Ploesser from Wells Fargo AdvisorsAug 13, 2024 · Wirehouse to independent RIA
- Robert John Anderberg from Murray Street Capital Advisors, LLCJun 17, 2024 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Frederick Marthin De Beer · Elected Managercontrolsince 05/2017 · owns less than 5%
- Leo Michael Esson · Chief Information Security Officercontrolsince 06/2020 · owns less than 5%
- Warren Wesley Garton · Chief Financial Officer/Chief Compliance Officercontrolsince 11/2022 · owns less than 5%
- Katherine (Kasey) Grelle · Managercontrolsince 10/2022 · owns less than 5%
- Christopher J. Kerckhoff · Chairman, President, Ceo And Elected Managercontrolsince 01/2022 · owns less than 5%
- Matthew Brian King · Vice Chairman And Elected Managercontrolsince 01/2022 · owns less than 5%
- Kieth Brandon Muirhead · Elected Manager Of Cynosurecontrolsince 01/2025 · owns less than 5%
- Alan Mark Oligschlaeger · Elected Managercontrolsince 10/2021 · owns less than 5%
- John Benjamin Robins · Elected Managercontrolsince 02/2024 · owns less than 5%
- Joseph John Sastry · Chief Compliance Officer, Chief Legal Officercontrolsince 02/2025 · owns less than 5%
- Hayward Spenser Segal · Managercontrolsince 10/2022 · owns less than 5%
- Jeff Smith · Coocontrolsince 07/2025 · owns less than 5%
- Edward Steven Cortez · Membercontrolsince 02/2024 · owns 25% to 50% of Tria Capital Partners Holdings, LLC
- Ellen Lisa Eccles · Directorcontrolsince 09/2016 · owns F of George S. And Dolores Dore Eccles Foundation
- Fox Spencer Eccles · Directorcontrolsince 01/1981 · owns 75% or more of George S. And Dolores Dore Eccles Foundation
- Maurice Robert Graham · Directorcontrolsince 09/2016 · owns F of George S. And Dolores Dore Eccles Foundation
- Nadinne Yvonne Kanner · Membercontrolsince 02/2024 · owns 25% to 50% of Tria Capital Partners Holdings, LLC
- Christopher J. Kerckhoff · Trusteecontrolsince 06/2010 · owns F of J. Christopher Kerckhoff, Jr. Revocable Living Trust
- Ann Jessica Kerckhoff · Trusteecontrolsince 06/2010 · owns F of J. Christopher Kerckhoff, Jr. Revocable Living Trust
- John Benjamin Robins · Membercontrolsince 02/2024 · owns 25% to 50% of Tria Capital Partners Holdings, LLC
- Steuby Christina Frazier · Trusteesince 12/2011 · owns F of The Harry Chad Frazier Revocable Trust Dtd 12/2/2011
- Chad Harry Frazier · Trusteesince 12/2011 · owns F of The Harry Chad Frazier Revocable Trust Dtd 12/2/2011
- Elizabeth Anna King · Trusteesince 12/2011 · owns F of The Brian M. King Revocable Trust
- Matthew Brian King · Trusteesince 12/2011 · owns F of The Brian M. King Revocable Trust
- Louis Brian Wiedermann · Sole Shareholdersince 12/2011 · owns 75% or more of Blw Investment Company
Entity owners
- Tria Asset Holdings E, LLC · Memberdirect · owns 10% to 25%
- George S. And Dolores Dore Eccles Foundation · Memberindirect · owns 25% to 50% of Cynosure Wealth Partners, LLC
- J. Christopher Kerckhoff, Jr. Revocable Living Trust · Shareholderindirect · owns 75% or more of Jck II, Inc.
- Tria Capital Partners Assetco, LLC · Memberindirect · owns 75% or more of Tria Asset Holdings E, LLC
- Tria Capital Partners Holdings, LLC · Memberindirect · owns 75% or more of Tria Capital Partners, LLC
- Tria Capital Partners, LLC · Memberindirect · owns 75% or more of Tria Capital Partners Assetco, LLC
- Blw Investment Company · Memberdirect · owns 5% to 10%
- Bmk Holding, Inc · Memberdirect · owns 5% to 10%
- Bmk Holdings, Inc. · Memberdirect · owns 5% to 10%
- Cynosure Partners 2020, LP · Memberdirect · owns 10% to 25%
- Cynosure Wealth Partners, LLC · Memberdirect · owns 5% to 10%
- Hcf, Inc. · Memberdirect · owns 5% to 10%
- Jck II, Inc. · Memberdirect · owns 10% to 25%
- The Brian M. King Revocable Trust · Shareholderindirect · owns 75% or more of Bmk Holding, Inc
- The Harry Chad Frazier Revocable Trust Dtd 12/2/2011 · Shareholderindirect · owns 75% or more of Hcf, Inc.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Saint Louis, Mo · principal | 51 | 15 | 2 | ||
| Fresno, Ca | 5 | 5 | 0 | ||
| St Louis, Mo | 1 | 0 | 1 | 1 | |
| Louisville, Ky | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Sarasota, FL1 employees
- , 1 employees
ADV anomalies
13 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 10, 2026Kerckhoff, Jessica, Ann (TRUSTEE) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026SASTRY, JOHN, JOSEPH (CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER) appeared on Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026MUIRHEAD, BRANDON, KIETH (ELECTED MANAGER OF CYNOSURE) appeared on Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Smith, Jeff (COO) appeared on Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026OLIGSCHLAEGER, MARK, ALAN (ELECTED MANAGER) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026CORTEZ, STEVEN, EDWARD (MEMBER) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026KANNER, YVONNE, NADINNE (MEMBER) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026GARTON, WESLEY, WARREN (CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Eccles, Lisa, Ellen (DIRECTOR) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Eccles, Spencer, Fox (DIRECTOR) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Graham, Robert, Maurice (DIRECTOR) left Schedule A between the filings of 2024-02-21 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- office count surgeChange between filings · filing Apr 16, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 8.0 (+100.0%) between the annual amendments of 2025-04-09 and 2026-04-16; the peer median change was 0.0% (142 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 97% percentile
- client count surgeChange between filings · filing Apr 16, 2026individual and HNW clients (Item 5.D) moved from 1,472.0 to 2,245.0 (+53.0%) between the annual amendments of 2025-04-09 and 2026-04-16; the peer median change was +6.0% (224 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $5B to $20B (224) · 92% percentile
What changed
consecutive filings, newest first
- Assets in custody · $6.1B to $7.0BAug 13, 2026 to Sep 10, 2026
- Financial planning clients · More than 500 to More than 500Aug 13, 2026 to Sep 10, 2026
- Related adviser · false to unsetAug 13, 2026 to Sep 10, 2026
- Related bank · false to unsetAug 13, 2026 to Sep 10, 2026
- Related broker-dealer · false to unsetAug 13, 2026 to Sep 10, 2026
- Related insurance company · false to unsetAug 13, 2026 to Sep 10, 2026
- Succession · false to unsetAug 13, 2026 to Sep 10, 2026
- Accounts · 9,001 to 9,200Jul 22, 2026 to Aug 13, 2026
- Advisory employees · 51 to 52Jul 22, 2026 to Aug 13, 2026
- Charity clients · 37 to 38Jul 22, 2026 to Aug 13, 2026
- HNW clients · 1,237 to 1,284Jul 22, 2026 to Aug 13, 2026
- Individual clients · 1,008 to 967Jul 22, 2026 to Aug 13, 2026
- Pension plan clients · 85 to 94Jul 22, 2026 to Aug 13, 2026
- Employees · 98 to 112Jul 22, 2026 to Aug 13, 2026
- State-registered IARs · 51 to 52Jul 22, 2026 to Aug 13, 2026
- Other offices · 11 to 12Jul 22, 2026 to Aug 13, 2026
- Discretionary RAUM · $8.8B to $9.3BJul 22, 2026 to Aug 13, 2026
- HNW RAUM · $8.4B to $9.0BJul 22, 2026 to Aug 13, 2026
- Individual RAUM · $365M to $339MJul 22, 2026 to Aug 13, 2026
- Non-discretionary RAUM · $1.2B to $1.3BJul 22, 2026 to Aug 13, 2026
- Pension RAUM · $509M to $574MJul 22, 2026 to Aug 13, 2026
- RAUM · $9.9B to $11BJul 22, 2026 to Aug 13, 2026
- Advisory employees · 50 to 51May 27, 2026 to Jul 22, 2026
- Employees · 97 to 98May 27, 2026 to Jul 22, 2026
- State-registered IARs · 50 to 51May 27, 2026 to Jul 22, 2026
- Other offices · 10 to 11May 27, 2026 to Jul 22, 2026
- Advisory employees · 48 to 50Apr 16, 2026 to May 27, 2026
- Employees · 96 to 97Apr 16, 2026 to May 27, 2026
- State-registered IARs · 48 to 50Apr 16, 2026 to May 27, 2026
- Other offices · 8 to 10Apr 16, 2026 to May 27, 2026
- Accounts · 6,861 to 9,001Mar 27, 2026 to Apr 16, 2026
- Advisory employees · 43 to 48Mar 27, 2026 to Apr 16, 2026
- Charity clients · 36 to 37Mar 27, 2026 to Apr 16, 2026
- HNW clients · 988 to 1,237Mar 27, 2026 to Apr 16, 2026
- Individual clients · 498 to 1,008Mar 27, 2026 to Apr 16, 2026
- Pension plan clients · 47 to 85Mar 27, 2026 to Apr 16, 2026
- Employees · 91 to 96Mar 27, 2026 to Apr 16, 2026
- State-registered IARs · 43 to 48Mar 27, 2026 to Apr 16, 2026
- Other offices · 7 to 8Mar 27, 2026 to Apr 16, 2026
- Discretionary RAUM · $7.4B to $8.8BMar 27, 2026 to Apr 16, 2026
Signals
32 dated events
- Regency Investment Advisors Inc's advisors moved to Plancorp, LLC (Fresno, CA): 5 of 5 registered, on the same dayApr 7, 2026 · Firm absorbed (people side) · derived
- Susan Jones left Plancorp, Llc for Savvy (registered 2025-10-09)Oct 10, 2025 · Advisor changed firm · fact
- Desiree Blythe Kaul left Plancorp, Llc for Kaul Financial Solutions (registered 2025-05-29)Oct 10, 2025 · Advisor changed firm · fact
- Sara Marie Gelsheimer left Plancorp, Llc for Savvy (registered 2025-10-08)Oct 10, 2025 · Advisor changed firm · fact
- 2 advisors left Plancorp, LLC (ST Louis, MO) for Savvy on the same dayOct 10, 2025 · Team lift-out · derived
- Jacob Joseph Malina left Plancorp, Llc for Moneta Group Investment Advisors, Llc (registered 2024-10-25)Oct 16, 2024 · Advisor changed firm · fact
- Emily Beilman left Plancorp, Llc for Coats Financial Planning (registered 2024-07-24)Jul 12, 2024 · Advisor changed firm · fact
- Thomas Gary Bonner (Coo) no longer on Schedule A of Plancorp, Llc (listed 2024-02-21, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Eugene Herbert Scruggs (Elected Manager) no longer on Schedule A of Plancorp, Llc (listed 2023-08-24, absent 2024-02-21)Feb 21, 2024 · Control person left · inference
- John Benjamin Robins (Elected Manager) appeared on Schedule A of Plancorp, LlcFeb 21, 2024 · Control person joined · fact
- Edward Steven Cortez (Member) appeared on Schedule A of Plancorp, LlcFeb 21, 2024 · Control person joined · fact
- Nadinne Yvonne Kanner (Member) appeared on Schedule A of Plancorp, LlcFeb 21, 2024 · Control person joined · fact
- Thomas Gary Bonner (Coo) appeared on Schedule A of Plancorp, LlcAug 24, 2023 · Control person joined · fact
- John Lawrence Legrand (Chief Financial Officer) no longer on Schedule A of Plancorp, Llc (listed 2022-11-02, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- Kasey Grelle (Manager) appeared on Schedule A of Plancorp, LlcMar 28, 2023 · Control person joined · fact
- Hayward Spenser Segal (Manager) appeared on Schedule A of Plancorp, LlcMar 28, 2023 · Control person joined · fact
- Painter William Littrell (Chief Compliance Officer) no longer on Schedule A of Plancorp, Llc (listed 2022-06-08, absent 2022-09-19)Sep 19, 2022 · Control person left · inference
- William Littrell (Chief Compliance Officer) appeared on Schedule A of Plancorp, LlcMar 31, 2022 · Control person joined · fact
- Christopher Alan Arnold left Plancorp, Llc for Secfi Advisory Limited (registered 2022-07-21)Feb 11, 2022 · Advisor changed firm · fact
- Travis Jeffrey Buckner (Chairman, Chief Investment Officer And Elected Manager) no longer on Schedule A of Plancorp, Llc (listed 2021-11-02, absent 2022-02-01)Feb 1, 2022 · Control person left · inference
- Norman Steven Frank (Executive Vice President) no longer on Schedule A of Plancorp, Llc (listed 2021-11-02, absent 2022-02-01)Feb 1, 2022 · Control person left · inference
- Wesley James Leftwich left Plancorp, Llc for Dew Wealth Management (registered 2022-01-13)Jan 5, 2022 · Advisor changed firm · fact
- Alan Mark Oligschlaeger (Elected Manager) appeared on Schedule A of Plancorp, LlcNov 2, 2021 · Control person joined · fact
- Martin Robert Wallace (Director) no longer on Schedule A of Plancorp, Llc (listed 2021-04-09, absent 2021-05-26)May 26, 2021 · Control person left · inference
- Peter George Larry Robinson (Elected Manager) no longer on Schedule A of Plancorp, Llc (listed 2021-04-09, absent 2021-05-26)May 26, 2021 · Control person left · inference
- Fox Spencer Eccles (Director) appeared on Schedule A of Plancorp, LlcMay 26, 2021 · Control person joined · fact
- Ellen Lisa Eccles (Director) appeared on Schedule A of Plancorp, LlcMay 26, 2021 · Control person joined · fact
- Maurice Robert Graham (Director) appeared on Schedule A of Plancorp, LlcMay 26, 2021 · Control person joined · fact
- Eugene Herbert Scruggs (Elected Manager) appeared on Schedule A of Plancorp, LlcMay 26, 2021 · Control person joined · fact
- Ann Jessica Kerckhoff (Trustee) appeared on Schedule A of Plancorp, LlcMay 26, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 636-532-7824reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-220-1163reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/plancorp-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- plancorp.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (636) 532-7824reportedpublic record, Form ADV, Sep 10, 2026
- Team page
- plancorp.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $205Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026