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25 FINANCIAL
Legal name: 25, LLC
CRD 317916File 801-123213
APPROVED
Retail clients
Disclosure events
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$545.0M
Above cohort median (national)
Discretionary AUM
$492.0M
Non-discretionary $53.0M
Clients
505
3,075 accounts
Employees
19
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 11, 2022
- Principal office
- 135 WEST ADAMS AVENUE, SAINT LOUIS, MO, 63122
- Phone
- 314-530-2858
- Website
- http://www.25financial.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $545.0M
- Discretionary AUM
- $492.0M
- Non-discretionary AUM
- $53.0M
- Discretionary accounts
- 2,400
- Non-discretionary accounts
- 675
- Total accounts
- 3,075
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $500K |
| High net worth individuals | 250 | $478.5M |
| Individuals (other than high net worth individuals) | 255 | $66.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DUE DILIGENCE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11G
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 21 | 19 | decreased by2 |
| Feb 1, 2026 | Clients | 480 | 505 | increased by25 |
| Feb 1, 2026 | AUM | $415,000,000 | $545,000,000 | increased by$130,000,000 |
| Feb 1, 2026 | Accounts | 2,700 | 3,075 | increased by375 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 21 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 375 | 480 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $186,969,528 | $415,000,000 | increased by$228,030,472 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,568 | 2,700 | increased by1,132 |
| Jul 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2022 | AUM | $0 | $186,969,528 | increased by$186,969,528 |
| Jul 1, 2022 | Accounts | 0 | 1,568 | increased by1,568 |
| Apr 1, 2022 | Employees | 1 | 4 | increased by3 |
| Mar 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “25 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“25 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.