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DUNCKER STREETT & CO.
Legal name: DUNCKER, STREETT & CO., LLC
CRD 110828File 801-58224
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$707.3M
Above cohort median (national)
Discretionary AUM
$695.9M
Non-discretionary $11.4M
Clients
173
421 accounts
Employees
5
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 14, 2000
- Principal office
- 8000 MARYLAND, SUITE 1100, ST. LOUIS, MO, 63105
- Phone
- 314-726-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $707.3M
- Discretionary AUM
- $695.9M
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 406
- Non-discretionary accounts
- 15
- Total accounts
- 421
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $184.6M |
| High net worth individuals | 94 | $485.4M |
| Pension and profit sharing plans | Fewer than 5 | $12.5M |
| Individuals (other than high net worth individuals) | 71 | $24.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
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.