LARSON FINANCIAL GROUP, LLC

CRD 140599File 801-71543

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 13, 2026

Feed vintage Aug 17, 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: https://www.linkedin.com/company/larson-financial

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, 5G

Compensation

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
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.