Meramec Financial Planners, LLC
● SEC registered since 2025CRD 335112SEC# 801-132213Clayton, MO
Reg. AUM
$1.13B
Employees
16
Accounts
1,926
Location
Clayton, MO
Meramec Financial Planners, LLC assets under management
Meramec Financial Planners, LLC is an SEC-registered investment adviser based in Clayton, MO. The firm has been registered since 2025. It reports $1.1 billion in regulatory assets under management and employs 16 people.
Meramec Financial Planners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Michalak Control | Managing Member | 25-50% | 2025 |
| Julie Elizabeth Bahr Control | Managing Member | 25-50% | 2025 |
| Kelly Ann Richert Control | Managing Member/Cco | 25-50% | 2025 |
Frequently asked questions
How much does Meramec Financial Planners, LLC manage?
Meramec Financial Planners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Meramec Financial Planners, LLC have?
Meramec Financial Planners, LLC reports 16 employees.
Where is Meramec Financial Planners, LLC located?
Meramec Financial Planners, LLC is based in Clayton, MO and has been SEC-registered since 2025.
Does Meramec Financial Planners, LLC disclose fund performance?
Meramec Financial Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7911 Forsyth Blvd., Suite 200, Clayton, MO 63105 |
| Phone | 314-579-3295 |
| Office hours | 8A-5P |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▼ 12%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $671.2MNon-discretionary $455.7M