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LARSON FINANCIAL GROUP, LLC
CRD 140599File 801-71543
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.48B
Top 25% of cohort (national)
Discretionary AUM
$4.84B
Non-discretionary $639.4M
Clients
4,961
25,926 accounts
Employees
131
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 23, 2010
- Principal office
- 100 N BROADWAY, SUITE 1700, SAINT LOUIS, MO, 63102
- Phone
- 866.569.2450
- Website
- HTTP://WWW.LARSON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.48B
- Discretionary AUM
- $4.84B
- Non-discretionary AUM
- $639.4M
- Discretionary accounts
- 22,722
- Non-discretionary accounts
- 3,204
- Total accounts
- 25,926
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $950K |
| Charitable organizations | 5 | $26.7M |
| High net worth individuals | 1,719 | $4.43B |
| Pension and profit sharing plans | 13 | $15.5M |
| Individuals (other than high net worth individuals) | 3,218 | $1.01B |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 115 | 131 | increased by16 |
| Apr 1, 2026 | Clients | 4,640 | 4,961 | increased by321 |
| Apr 1, 2026 | AUM | $4,032,736,835 | $5,481,842,388 | increased by$1,449,105,553 |
| Apr 1, 2026 | Accounts | 24,504 | 25,926 | increased by1,422 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 121 | 115 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,415 | 4,640 | increased by1,225 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,204,300,000 | $4,032,736,835 | increased by$1,828,436,835 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18,830 | 24,504 | increased by5,674 |
| Feb 1, 2022 | Employees | 137 | 121 | decreased by16 |
| Feb 1, 2022 | Clients | 2,624 | 3,415 | increased by791 |
| Feb 1, 2022 | AUM | $1,480,030,000 | $2,204,300,000 | increased by$724,270,000 |
| Feb 1, 2022 | Accounts | 14,891 | 18,830 | increased by3,939 |
| 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 “LARSON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LARSON FINANCIAL” 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.