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Plancorp, LLC

● SEC registered since 1984CRD 106599SEC# 801-20398Saint Louis, MO
Export (members)
Reg. AUM
$9.94B
Employees
97
Accounts
9,001
Location
Saint Louis, MO

Plancorp, LLC assets under management

Plancorp, LLC is a registered investment adviser overseen by the SEC based in Saint Louis, MO. The firm has been registered since 1984. It reports $9.9 billion in regulatory assets under management and employs 97 people.

Plancorp, LLC owners & executives

38 reported
NameTitleOwnershipSince
Benjamin John Robins ControlElected ManagerUnder 5%2024
Blw Investment CompanyMember5-10%2011
Bmk Holdings, Inc.Member5-10%2011
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Frequently asked questions

How much does Plancorp, LLC manage?

Plancorp, LLC reports $9.9 billion in regulatory assets under management on its Form ADV.

How many employees does Plancorp, LLC have?

Plancorp, LLC reports 97 employees.

Where is Plancorp, LLC located?

Plancorp, LLC is based in Saint Louis, MO and has been SEC-registered since 1984.

Does Plancorp, LLC disclose fund performance?

Plancorp, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141-5829
Phone(636) 532-7824
Fax(636) 532-0274
Office hours8:30 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1599579
Discloses disciplinary historyNo

Regulatory AUM

$9.94B▲ 36%
Mar '25 — $7.3BApr '25 — $7.3BMay '25 — $7.3BJun '25 — $7.3BJul '25 — $7.3BAug '25 — $7.3BSep '25 — $7.3BOct '25 — $7.29BNov '25 — $7.29BDec '25 — $7.29BJan '26 — $7.29BFeb '26 — $7.29BMar '26 — $8.4BApr '26 — $9.94BMay '26 — $9.94BJun '26 — $9.94B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$9.94Bregulatory AUM
Discretionary $8.77BNon-discretionary $1.17B