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PLANCORP, LLC
CRD 106599File 801-20398
APPROVED
Retail clients
Custody
Filing as of Sep 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.63B
Top 10% of cohort (national)
Discretionary AUM
$9.30B
Non-discretionary $1.34B
Clients
2,383
9,200 accounts
Employees
112
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 14, 1984
- Principal office
- 540 MARYVILLE CENTRE DRIVE, SUITE 105, SAINT LOUIS, MO, 63141-5829
- Phone
- (636) 532-7824
- Website
- https://www.plancorp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.63B
- Discretionary AUM
- $9.30B
- Non-discretionary AUM
- $1.34B
- Discretionary accounts
- 7,685
- Non-discretionary accounts
- 1,515
- Total accounts
- 9,200
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 38 | $701.5M |
| High net worth individuals | 1,284 | $9.02B |
| Pension and profit sharing plans | 94 | $574.3M |
| Individuals (other than high net worth individuals) | 967 | $339.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,367 | 2,383 | increased by16 |
| Aug 17, 2026 | AUM | $9,942,372,723 | $10,634,525,882 | increased by$692,153,159 |
| Aug 17, 2026 | Accounts | 9,001 | 9,200 | increased by199 |
| Aug 12, 2026 | Employees | 98 | 112 | increased by14 |
| Aug 1, 2026 | Employees | 97 | 98 | increased by1 |
| Jun 1, 2026 | Employees | 96 | 97 | increased by1 |
| May 1, 2026 | Employees | 91 | 96 | increased by5 |
| May 1, 2026 | Clients | 1,569 | 2,367 | increased by798 |
| May 1, 2026 | AUM | $8,399,728,854 | $9,942,372,723 | increased by$1,542,643,869 |
| May 1, 2026 | Accounts | 6,861 | 9,001 | increased by2,140 |
| Apr 1, 2026 | Employees | 80 | 91 | increased by11 |
| Apr 1, 2026 | Clients | 1,578 | 1,569 | decreased by9 |
| Apr 1, 2026 | AUM | $7,294,144,052 | $8,399,728,854 | increased by$1,105,584,802 |
| Apr 1, 2026 | Accounts | 6,711 | 6,861 | increased by150 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 83 | 80 | decreased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLANCORP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANCORP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.