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| Plancorp LLC
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|---|---|
| CRD # | 106599 |
| SEC # | 801-20398 |
| CIK # | 0001599579 |
| AUM | 9,942.4 M (2026-05-27) |
| Employees | 97 (52% Investors, 0% Brokers) |
| Phone | 636-532-7824 |
| Address | 540 Maryville Centre Drive Saint Louis, MO 63141-5829 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Emerson Electric Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,008 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,237 | 8.4 |
| (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 | 85 | 0.5 |
| (h) Charitable organizations | 37 | 0.7 |
| (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 | 9,001 | 9.9 |
| By Discretionary | ||
| Discretionary | 7,685 | 8.8 |
| Non-Discretionary | 1,316 | 1.2 |
| Total | 9,001 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.9 | |
| Total | 9,001 | 9.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599579] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Clients | 25 |
| Serves | Institutional, Retail |
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