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PLANCORP, LLC
CRD 106599File 801-20398
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 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://x.com/PlancorpWealth
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 |
|---|---|---|---|
| Aug 17, 2026 | Aum | 9942372723 | 10634525882 |
| Aug 17, 2026 | Clients | 2367 | 2383 |
| Aug 17, 2026 | Accounts | 9001 | 9200 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.