Wealth manager, independent · Saint Louis, MO
Plancorp, LLC
SEC-registered investment adviser · CRD 106599 · SEC 801-20398
At a glance
Plancorp, LLC is an SEC-registered investment adviser based in Saint Louis, Missouri, with $11B in regulatory assets under management as of its Form ADV filed September 10, 2026. It reports 2,251 individual clients, 1,284 of them high-net-worth, holding an average of about $4.2 million each, and 112 employees. That ranks it 90th among the nation’s 5,657 independent wealth management RIAs and 6th of 92 in Missouri. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Up $692M from $9.9B in its previous filing; rank 100 → 90. This month’s movers →
Main office 636-532-7824plancorp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among independent wealth managers
- #90 of 5,657
- Rank among all SEC RIAs
- #1,310 of 17,210
- Rank in Missouri
- #6 of 92
- Individual clients
- 2,251
- High-net-worth clients
- 1,284
- Accounts
- 9,200
- Discretionary
- 87% of AUM
- Employees
- 112
- Advisory staff
- 52
- Offices
- 13
Owners and executives on its Form ADV
- J. C. KerckhoffChairman, President, CEO and Elected Manager
- Wesley W. GartonChief Financial Officer
- Marthin F. De BeerElected Manager
- Brian M. KingVice Chairman and Elected Manager
- Michael L. EssonChief Information Security Officer
- Katherine (kasey) C. GrelleManager
- Spenser H. SegalManager
- Benjamin J. RobinsElected Manager
- John J. SastryChief Compliance Officer, Chief Legal Officer
- Brandon K. MuirheadElected Manager of Cynosure
- Jeff SmithCOO
Custody and brokerage
Broker-dealer
No broker-dealer ties
Plancorp, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,284 | $9.0B | 85% |
| Charitable organizations | 38 | $702M | 7% |
| Pension and profit sharing plans | 94 | $574M | 5% |
| Individuals | 967 | $339M | 3% |
Disciplinary disclosures
Plancorp, 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗plancorp.com ↗
AtlasMembers
The full record on Plancorp, 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 384 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Focus Advisor Solutions, LLCSt. Louis | $41B | 33,235 |
| Forvis Mazars Wealth Advisors, LLCSpringfield | $12B | 4,329 |
| Modern Wealth Management, LLCKansas City | $11B | 11,524 |
| KrilogySt. Louis | $5.2B | 3,061 |
| Cornerstone Wealth Management, LLCDES Peres | $4.9B | 12,454 |
| Rubinbrown Advisors LLCSt. Louis | $3.9B | 1,151 |
Compare Plancorp, LLC with
- Plancorp, LLC vs Modern Wealth Management, LLC $11B · Kansas City, MO
- Plancorp, LLC vs Ferguson Wellman Capital Management, Inc. $11B · Portland, OR
- Plancorp, LLC vs Great Valley Advisor Group, LLC $11B · Berwyn, PA
- Plancorp, LLC vs Parallel Advisors, LLC $10B · SAN Francisco, CA
Background
Questions
How much does Plancorp, LLC manage?
Plancorp, LLC reports $11B in regulatory assets under management across 9,200 accounts, 87% of it on a discretionary basis, on its Form ADV filed September 10, 2026.
How many clients does Plancorp, LLC have?
It reports 2,251 individual clients: 1,284 high-net-worth individuals and 967 other individuals. Individuals account for about 88% of its regulatory assets.
Where is Plancorp, LLC headquartered?
Its main office is in Saint Louis, Missouri. It reports 13 offices in total and 112 employees, 52 of whom perform investment advisory functions.
How does Plancorp, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Plancorp, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 10, 2026, it reports these amounts held: Charles Schwab ($8.3B); Fidelity ($1.9B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Plancorp, LLC a hybrid RIA with a broker-dealer?
Plancorp, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Plancorp, LLC a fiduciary?
As an SEC-registered investment adviser, Plancorp, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Plancorp, 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 (2026-09-10), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →