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| Keyboard |
| Meramec Financial Planners LLC
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|---|---|
| CRD # | 335112 |
| SEC # | 801-132213 |
| CIK # | 0002100778 |
| AUM | 1,126.9 M (2026-02-18) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 314-579-3295 |
| Address | 7911 Forsyth Blvd Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.2 | ||
| Stifel Financial Corp | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 108.8 |
| (b) Individuals (high net worth individuals) | 248 | 829.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 188.8 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,926 | 1,126.9 |
| By Discretionary | ||
| Discretionary | 1,331 | 671.2 |
| Non-Discretionary | 595 | 455.7 |
| Total | 1,926 | 1,126.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,126.9 | |
| Total | 1,926 | 1,126.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002100778] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
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