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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 Aug 17, 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 |
|---|---|---|---|
| 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.