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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 168 | 173 | increased by5 |
| Apr 1, 2026 | AUM | $665,007,476 | $707,308,314 | increased by$42,300,838 |
| Apr 1, 2026 | Accounts | 417 | 421 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 191 | 168 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $698,047,731 | $665,007,476 | decreased by$33,040,255 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 457 | 417 | decreased by40 |
| Apr 1, 2022 | Clients | 188 | 191 | increased by3 |
| Apr 1, 2022 | AUM | $590,311,828 | $698,047,731 | increased by$107,735,903 |
| Apr 1, 2022 | Accounts | 469 | 457 | decreased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DUNCKER STREETT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DUNCKER STREETT” 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.