Alexander Labrunerie & Co, Inc.

RIASEC RegisteredEst. 2016
Total AUM
$619M
Discretionary
$616M
100% of AUM
Avg account
$206K
Accounts
3,005
Employees
6
Advisory reps
5

Firm details

Headquarters
Columbia, Missouri
CRD number
117153
Registered since
December 6, 2016
Website
labrunerie.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.39%
  • Individuals19.56%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alexander Labrunerie & Co, Inc. is an independent registered investment adviser that identifies as a capital allocator to both individuals/families and institutional clients. The firm is SEC-registered (initial registration in 2016) and is owned by an individual principal. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside fixed fees. The firm also reports being an active ESG investor and lists industry affiliations with a broker-dealer and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 26%, US Government Bonds 2%, Cash & Cash Equivalents 2%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities26%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 5
  • Alexander Labrunerie

    Alexander Labrunerie

    PrincipalCRD 2247183

  • Leslie Wilbers

    Leslie Wilbers

    Operations ManagerCRD 5967073

  • Bret Rodabaugh

    Bret Rodabaugh

    OwnerCRD 6405579

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$143M in ETFs

Passive

82%

$117M

Active

5%

$25.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$29M42,24520.31%
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Location

Primary office

Columbia, MO

Boone

Location

Columbia, MO

Headquartered in Columbia, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.

Metro area
Columbia-Moberly-Mexico, MO
Region
Midwest
County
Boone
Address
601 W Nifong Blvd
Time zone
CT (UTC-6)
Office locations

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