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ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD 106999File 801-112870
APPROVED
Retail clients
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.0M
Below cohort median (national)
Discretionary AUM
$234.0M
Clients
446
1,145 accounts
Employees
2
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 20, 2018
- Principal office
- 16091 SWINGLEY RIDGE RD., SUITE 345, CHESTERFIELD, MO, 63017
- Phone
- 636-532-3900
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.0M
- Discretionary AUM
- $234.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,145
- Non-discretionary accounts
- 0
- Total accounts
- 1,145
- AUM per client
- $525K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 446 | $234.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 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.