Plancorp, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 106599
- Registered since
- January 14, 1984
- Website
- www.plancorp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.82%
- Charitable Organizations6.6%
- Pension & Profit Sharing Plans5.4%
- Individuals3.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Plancorp, LLC is an independent registered investment adviser organized as an LLC and operating since 1984. The firm serves high‑net‑worth individuals, families and institutional clients, offering financial planning, discretionary and non‑discretionary portfolio management, pension consulting and adviser selection services. Plancorp bills on a mix of assets‑under‑management fees, hourly rates and fixed fees, and acts as a capital allocator that incorporates third‑party fund managers into client portfolios. The firm is not described as an active ESG investor. Public recognition includes placements on industry lists published by FA Magazine (2020), Financial Times (Top 300, 2020), CNBC (Top 100 Financial Advisory Firms, 2021 and 2025) and Barron’s (Top 100 RIA Firms, 2021, 2022 and 2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 8
Susan Conrad
Chief Growth OfficerCRD 6214608
Peter Lazaroff
Chief Investment OfficerCRD 4998411
Brian King
Chief Planning OfficerCRD 5557679
Contacts
3 of 53
Christopher Comstock
Senior Wealth ManagerCRD 5653146
Steven Owens
CRD 5755381
Benjamin Schwartz
Senior Wealth ManagerCRD 5288094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$3.7B in ETFs
30%
$1.1B
58%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $442M | 1,194,717 | 12.00% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 540 Maryville Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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