Financial & Tax Architects, LLC
● SEC registered since 2019CRD 119169SEC# 801-114688St. Louis, MO
Reg. AUM
$506.2M
Employees
71
Accounts
3,736
Location
St. Louis, MO
Financial & Tax Architects, LLC assets under management
Financial & Tax Architects, LLC is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 2019. It reports $506.2 million in regulatory assets under management and employs 71 people.
Financial & Tax Architects, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Brooks Control | Chief Executive Officer | Under 5% | 1999 |
| Fta Holdings Group, LLC Control | Member | Over 75% | 2022 |
| Gordon Christopher Haave Control | President And Chief Investment Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial & Tax Architects, LLC manage?
Financial & Tax Architects, LLC reports $506.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial & Tax Architects, LLC have?
Financial & Tax Architects, LLC reports 71 employees.
Where is Financial & Tax Architects, LLC located?
Financial & Tax Architects, LLC is based in St. Louis, MO and has been SEC-registered since 2019.
Does Financial & Tax Architects, LLC disclose fund performance?
Financial & Tax Architects, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12412 Powerscourt Drive, Suite 25, St. Louis, MO 63131 |
| Phone | 314-858-1122 |
| Fax | 314-787-1507 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$506.2M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$506.2Mregulatory AUM
Discretionary $506.2M