Asset manager · St. Louis, MO
Detalus Advisors, LLC
SEC-registered investment adviser · CRD 117958 · SEC 801-61481
At a glance
Detalus Advisors, LLC is an SEC-registered investment adviser based in St. Louis, Missouri, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is insurance companies, and it reports 664 individual clients. By Form ADV it is a asset manager, ranked 1,011th of 3,218 asset managers and 3,424th of 17,210 SEC-registered advisers by assets.
Main office 314-997-3191detalus.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among asset managers
- #1,011 of 3,218
- Rank among all SEC RIAs
- #3,424 of 17,210
- Rank in Missouri
- #40 of 196
- Individual clients
- 664
- High-net-worth clients
- 134
- Accounts
- 1,959
- Discretionary
- 39% of AUM
- Employees
- 15
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- Clinton J. LewisPresident, Chief Compliance Officer
- Steven M. RullExecutive Officer
- Joseph D. GareaExecutive Officer
- Randall T. GrahamVice President & Financial Advisor
- Jeffrey R HolleyVice President & Financial Advisor
- Mary E. RossVice President
- Brandon J. JanoskyMember
- Alexander J. WalkerFinancial Advisor
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 1 | $1.3B | 57% |
| High-net-worth individuals | 134 | $639M | 29% |
| Pension and profit sharing plans | 17 | $152M | 7% |
| Individuals | 530 | $144M | 6% |
| Charitable organizations | 19 | $18M | <1% |
| Corporations or other businesses | 6 | $3M | <1% |
Disciplinary disclosures
Detalus Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗detalus.com ↗
AtlasMembers
The full record on Detalus Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 898 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Detalus Advisors, LLC manage?
Detalus Advisors, LLC reports $2.2 billion in regulatory assets under management across 1,959 accounts, 39% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Detalus Advisors, LLC?
Detalus Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Detalus Advisors, LLC’s clients?
By assets, its largest client types are insurance companies ($1.3 billion, 1 clients); high-net-worth individuals ($639 million, 134 clients); pension and profit sharing plans ($152 million, 17 clients).
Does Detalus Advisors, LLC have any disciplinary history?
Detalus Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Detalus Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →