← Directory
THE WORLEY BANKS GROUP, LLC
CRD 306890File 801-118683
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.3M
Bottom 25% of cohort (national)
Discretionary AUM
$183.9M
Non-discretionary $423K
Clients
749
768 accounts
Employees
3
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2020
- Principal office
- 6 CITYPLACE DRIVE, SUITE 460, CREVE COEUR, MO, 63141
- Phone
- 314-530-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.3M
- Discretionary AUM
- $183.9M
- Non-discretionary AUM
- $423K
- Discretionary accounts
- 750
- Non-discretionary accounts
- 18
- Total accounts
- 768
- AUM per client
- $246K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 135 | $112.2M |
| Pension and profit sharing plans | Fewer than 5 | $5.8M |
| Individuals (other than high net worth individuals) | 614 | $66.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.