Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 09/03/2025 |
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| ADV Location | ST. LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 2,398,168,315 |
| of that, discretionary | 605,314,327 100% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,477,614 |
| % High Net Worth | 17.64% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
2B
2B
1B
1B
768M
512M
256M
2025
2026
Private Funds
No private funds