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LARSON CAPITAL MANAGEMENT, LLC
CRD 301971File 801-116807
APPROVED
Custody
Filing as of May 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.43B
Clients
66
66 accounts
Employees
13
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 17, 2019
- Principal office
- 14567 NORTH OUTER 40, SUITE 500, CHESTERFIELD, MO, 63017
- Phone
- 314-787-7436
- Website
- https://www.larson.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $21.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 66 | $1.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for pooled investment vehicles
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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 55 | 66 | increased by11 |
| Apr 1, 2026 | AUM | $987,542,630 | $1,425,678,418 | increased by$438,135,788 |
| Apr 1, 2026 | Accounts | 55 | 66 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 13 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 55 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $310,800,000 | $987,542,630 | increased by$676,742,630 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 55 | increased by29 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Clients | 16 | 26 | increased by10 |
| Apr 1, 2022 | AUM | $213,345,982 | $310,800,000 | increased by$97,454,018 |
| Apr 1, 2022 | Accounts | 16 | 26 | increased by10 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LARSON CAPITAL” 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.