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
Alexander Labrunerie & Co., Inc.
Latest filing Mar 31, 2026
First filing on the tape Nov 15, 2016 · 23 filings
SEC status approved since Dec 6, 2016
RAUM
$619M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$619M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$124M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$619M as of Mar 31, 2026
Mar 29, 2017$170M then
HNW client RAUM$498M as of Mar 31, 2026
Mar 16, 2018$127M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Mar 29, 20172 then
Employees (5.A)6 as of Mar 31, 2026
Mar 29, 20172 then
Private funds: no history
RAUM +18% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $124MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 237derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $205,944derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$498M80%
- Individuals$121M20%
- Charitable organizations$286,1810.0%
- Individual clients
- 880reported
- HNW clients
- 304reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 3,005reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alexander Fernand Labrunerie | Columbia, Mo | May 24, 2001 | 34 y | 0 |
| Bret Allen RodabaughCertified Financial Planner | Columbia, Mo | Jul 5, 2023 | 12 y | 0 |
| Leslie Anne Wilbers | Columbia, Mo | Mar 4, 2024 | 16 y | 0 |
| Thomas Chaney | Columbia, Mo | May 29, 2026 | 13 y | 0 |
| Luke Elliot Hynes | Columbia, Mo | May 29, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Leann Knuth to Mader & Shannon Wealth ManagementMay 1, 2024 · RIA to RIA
- Paul Leland Kanago to Consolidated Asset Management, LLCFeb 26, 2024 · RIA to a state-registered adviser
- Christina Sue Hake to Saxony Capital Management, LLCJul 27, 2015 · Other
- Christopher Rocco Cottone to National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 26, 2014 · Other
Joined, latest
- Paul Leland Kanago from Ssn Advisory, Inc.Jul 1, 2015 · Other
- Christina Sue Hake from Waddell & ReedFeb 19, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Fernand Alexander Labrunerie · President, Chief Compliance Officer (07/2016)controlsince 11/1995 · owns 75% or more
- Allen Bret Rodabaugh · Ownersince 01/2023 · owns 10% to 25%
- Anne Leslie Wilbers · Ownersince 03/2015 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Columbia, Mo · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2,840 to 3,005Mar 25, 2025 to Mar 31, 2026
- Advisory employees · 5 to 6Mar 25, 2025 to Mar 31, 2026
- HNW clients · 187 to 304Mar 25, 2025 to Mar 31, 2026
- Individual clients · 938 to 880Mar 25, 2025 to Mar 31, 2026
- Employees · 7 to 6Mar 25, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to 1-10Mar 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $525M to $616MMar 25, 2025 to Mar 31, 2026
- HNW RAUM · $350M to $498MMar 25, 2025 to Mar 31, 2026
- Individual RAUM · $175M to $121MMar 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $572,996 to $3.0MMar 25, 2025 to Mar 31, 2026
- RAUM · $525M to $619MMar 25, 2025 to Mar 31, 2026
- Accounts · 2,690 to 2,840Sep 10, 2024 to Mar 25, 2025
- BD registered reps · 5 to 3Sep 10, 2024 to Mar 25, 2025
- Charity clients · 3 to 2Sep 10, 2024 to Mar 25, 2025
- HNW clients · 215 to 187Sep 10, 2024 to Mar 25, 2025
- Individual clients · 868 to 938Sep 10, 2024 to Mar 25, 2025
- Pension plan clients · 8.0 to unsetSep 10, 2024 to Mar 25, 2025
- Financial planning clients · 51-100 to 26-50Sep 10, 2024 to Mar 25, 2025
- Discretionary RAUM · $395M to $525MSep 10, 2024 to Mar 25, 2025
- HNW RAUM · $299M to $350MSep 10, 2024 to Mar 25, 2025
- Individual RAUM · $116M to $175MSep 10, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $31.9M to $572,996Sep 10, 2024 to Mar 25, 2025
- Pension RAUM · 10763770.0 to unsetSep 10, 2024 to Mar 25, 2025
- RAUM · $427M to $525MSep 10, 2024 to Mar 25, 2025
- Related broker-dealer · false to trueSep 10, 2024 to Mar 25, 2025
- Advisory employees · 6 to 5Apr 12, 2024 to Sep 10, 2024
- BD registered reps · 6 to 5Apr 12, 2024 to Sep 10, 2024
- Employees · 10 to 7Apr 12, 2024 to Sep 10, 2024
- State-registered IARs · 4 to 3Apr 12, 2024 to Sep 10, 2024
- Related broker-dealer · true to falseApr 12, 2024 to Sep 10, 2024
- Accounts · 2,497 to 2,690Oct 16, 2023 to Mar 22, 2024
- Advisory employees · 8 to 6Oct 16, 2023 to Mar 22, 2024
- HNW clients · 193 to 215Oct 16, 2023 to Mar 22, 2024
- Individual clients · 804 to 868Oct 16, 2023 to Mar 22, 2024
- Employees · 8 to 10Oct 16, 2023 to Mar 22, 2024
- State-registered IARs · 8 to 4Oct 16, 2023 to Mar 22, 2024
- Other offices · 1 to 0Oct 16, 2023 to Mar 22, 2024
- Discretionary RAUM · $348M to $395MOct 16, 2023 to Mar 22, 2024
- HNW RAUM · $251M to $299MOct 16, 2023 to Mar 22, 2024
- Individual RAUM · $121M to $116MOct 16, 2023 to Mar 22, 2024
Signals
4 dated events
- Leann Knuth left Alexander Labrunerie & Co., Inc. for Mader & Shannon Wealth Management (registered 2024-07-16)May 1, 2024 · Advisor changed firm · fact
- Paul Leland Kanago left Alexander Labrunerie & Co., Inc. for Consolidated Asset Management, Llc (registered 2024-01-30)Feb 26, 2024 · Advisor changed firm · fact
- Alexander Labrunerie & Co., Inc. reported RAUM $275.0M, up 62% from $169.5M (2017-12-15 to 2018-03-16)Mar 16, 2018 · RAUM change · derived
- Alexander Labrunerie & Co., Inc. filed its initial SEC registration (Form ADV)Nov 15, 2016 · First SEC registration · 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 email
- info@labrunerie.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 573-449-5313reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-736-7460reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- labrunerie.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 573-449-5313reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- labrunerie.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- labrunerie.com/our-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
- $124Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026