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
Larson Capital Management, LLC
Latest filing May 8, 2026
First filing on the tape May 17, 2019 · 25 filings
SEC status approved since Jun 17, 2019
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$713M
derived; firm RAUM over IAPD count
Employees
13
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
27
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.4B as of May 8, 2026
Mar 30, 2020$160M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of May 8, 2026
Mar 30, 20201 then
Employees (5.A)13 as of May 8, 2026
Mar 30, 20203 then
Private funds27 as of May 8, 2026
Mar 30, 20203 then
RAUM +44% over the last fiscal year+32% a year over threeIARs 1 to 1
Practice profile
derived from the filing of May 8, 2026; every figure names its basis
- RAUM per advisor
- $713MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $21.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $1.4B, 66 clientsreportedItem 9.A
- 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
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 66reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 66 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alyssa Johnson | Chesterfield, Mo | Oct 22, 2024 | 14 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Larson Capital Real Estate Fund Iq LLC | Real Estate Fund | $23.5M | 159 | Mar 16, 2021 |
| Lchr Blocker, LLC | Private Equity Fund | $12.0M | 88 | Aug 23, 2023 |
| Lcl Blocker, LLC | Private Equity Fund | $9.4M | 14 | Jun 8, 2022 |
| Lifi Blocker, LLC | Private Equity Fund | $9.3M | 38 | Jun 13, 2023 |
| Lcref II Blocker, LLC | Private Equity Fund | $8.0M | 22 | Jun 13, 2023 |
| Lch Blocker, LLC | Private Equity Fund | $7.8M | 49 | Aug 23, 2023 |
| Larson Capital Rochester, LLC | Private Equity Fund | $7.5M | 47 | Sep 8, 2023 |
| Lcr Okc Blocker, LLC | Private Equity Fund | $6.0M | 76 | Dec 16, 2022 |
| Larson Capital Debt Fund I, LLC | Private Equity Fund | $5.3M | 35 | Sep 4, 2019 |
| Larson Capital Fund Viq, LLC | Real Estate Fund | $5.0M | 56 | May 17, 2019 |
| Lc Sfr Blocker, LLC | Private Equity Fund | $4.7M | 50 | Dec 16, 2022 |
| Lcg Blocker, LLC | Private Equity Fund | $3.7M | 11 | Mar 17, 2022 |
| Larson Reward Estates Fund I, LLC | Real Estate Fund | $2.5M | 26 | Mar 30, 2020 |
| Larson Capital Granite Tower Q, LLC | Private Equity Fund | $2.0M | 12 | Mar 17, 2022 |
| Lcca Blocker, LLC | Private Equity Fund | $1.7M | 24 | Dec 16, 2022 |
| Larson Capital The Fitz Blocker, LLC | Private Equity Fund | $1.2M | 13 | Mar 17, 2022 |
| Lccp Blocker, LLCno longer reported | Private Equity Fund | $815,000 | 6 | Dec 16, 2022 |
| Lcpg Blocker, LLC | Private Equity Fund | $0 | 0 | Nov 14, 2023 |
| Lcwj Blocker, LLC | Private Equity Fund | $0 | 0 | Apr 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Douglas Paul Larson · Presidentcontrolsince 03/2019 · owns less than 5%
- Scott Randy Miller · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Douglas Paul Larson · Managing Member/ Ceocontrolsince 06/2006 · owns 75% or more of Larson Financial Holdings, LLC
Entity owners
- Larson Financial Holdings, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Intrua Financialinvestment advisernRAUM $1.7B
- Larson Commercial Real Estate, LLCinvestment companyn
- Larson Financial Group, LLCinvestment advisernRAUM $5.5B
- Larson Financial Securities, LLCbroker-dealern
- Larson Tax Partners, LLCinsurancen
Advisers that list Larson Capital Management, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chesterfield, Mo · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 26 to 27Mar 31, 2026 to May 8, 2026
- RAUM · $988M to $1.4BMar 28, 2025 to Mar 31, 2026
- Accounts · 55 to 66Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 55 to 66Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $213M to $1.4BMar 28, 2025 to Mar 31, 2026
- Financial planning clients · to 0Mar 28, 2025 to Mar 31, 2026
- Private funds · 20 to 26Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $988M to $1.4BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $988M to $1.4BMar 28, 2025 to Mar 31, 2026
- Accounts · 47 to 55Apr 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 47 to 55Apr 25, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 25, 2024 to Mar 28, 2025
- Private funds · 17 to 20Apr 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $833M to $988MApr 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $833M to $988MApr 25, 2024 to Mar 28, 2025
- RAUM · $833M to $988MApr 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $856M to $833MApr 22, 2024 to Apr 25, 2024
- Pooled vehicle RAUM · $856M to $833MApr 22, 2024 to Apr 25, 2024
- RAUM · $856M to $833MApr 22, 2024 to Apr 25, 2024
- Private funds · 16 to 17Apr 5, 2024 to Apr 22, 2024
- Accounts · 42 to 47Mar 22, 2024 to Apr 5, 2024
- Pooled vehicle clients · 42 to 47Mar 22, 2024 to Apr 5, 2024
- Discretionary RAUM · $654M to $856MMar 22, 2024 to Apr 5, 2024
- Pooled vehicle RAUM · $654M to $856MMar 22, 2024 to Apr 5, 2024
- RAUM · $654M to $856MMar 22, 2024 to Apr 5, 2024
- Accounts · 36 to 42Nov 14, 2023 to Mar 22, 2024
- Pooled vehicle clients · 36 to 42Nov 14, 2023 to Mar 22, 2024
- Private funds · 17 to 16Nov 14, 2023 to Mar 22, 2024
- Discretionary RAUM · $616M to $654MNov 14, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $616M to $654MNov 14, 2023 to Mar 22, 2024
- RAUM · $616M to $654MNov 14, 2023 to Mar 22, 2024
- Private funds · 16 to 17Sep 8, 2023 to Nov 14, 2023
- Private funds · 15 to 16Aug 23, 2023 to Sep 8, 2023
- Private funds · 13 to 15Jun 13, 2023 to Aug 23, 2023
- Private funds · 11 to 13May 4, 2023 to Jun 13, 2023
- Accounts · 26 to 36Dec 16, 2022 to Mar 28, 2023
- Pooled vehicle clients · 26 to 36Dec 16, 2022 to Mar 28, 2023
- Employees · 5 to 13Dec 16, 2022 to Mar 28, 2023
- Private funds · 12 to 11Dec 16, 2022 to Mar 28, 2023
- Discretionary RAUM · $311M to $616MDec 16, 2022 to Mar 28, 2023
Signals
18 dated events
- Larson Capital Management, Llc reported RAUM $1.4B, up 44% from $987.5M (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Larson Capital Management, Llc reported RAUM $855.7M, up 31% from $654.0M (2024-03-22 to 2024-04-05)Apr 5, 2024 · RAUM change · derived
- Michael Brandon Furlong (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Alan Derrick Yohe (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Reid Richard Frith Ii (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Gregory Colin Wiens (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Joseph Anthony Ferrara (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Dean Darin Archbold (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- E Thomas Burch (Member) no longer on Schedule A of Larson Capital Management, Llc (listed 2023-11-14, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Larson Capital Management, Llc reported RAUM $615.5M, up 98% from $310.8M (2022-12-16 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- Michael Brandon Furlong (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Alan Derrick Yohe (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Reid Richard Frith Ii (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Gregory Colin Wiens (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Joseph Anthony Ferrara (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Dean Darin Archbold (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- E Thomas Burch (Member) appeared on Schedule A of Larson Capital Management, LlcMar 16, 2021 · Control person joined · fact
- Larson Capital Management, Llc filed its initial SEC registration (Form ADV)May 17, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Larson Capital Management, LLC · Independent Sponsorsshared crd · capital_provider
- Larson Capital Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/LARSON-CAPITAL-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- larson.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-787-7436reportedpublic record, Form ADV, May 8, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $713Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Larson Capital Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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