25 Financial
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 317916
- Registered since
- February 11, 2022
- Website
- 25financial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI87.8%
- Individuals12.11%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
25 Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm focuses on serving individuals and families and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. In addition to advisory work, the firm’s professionals act as registered representatives of a broker-dealer and operate as insurance brokers, indicating a blended advice-and-product distribution model. Fee arrangements reported include asset-based fees, fixed fees, performance-based fees and other fee structures, suggesting flexibility in client billing. Ownership is individual rather than institutional, and the adviser does not position itself as a capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Non-Exchange Traded Equities26%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
3 of 9
Sarah Wilson
Client Service ManagerCRD 7449285
Randall Larson
Partner, Financial AdvisorCRD 5862743
Jeffrey Larson
Partner, Financial AdvisorCRD 4836889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$339M in ETFs
80%
$271M
20%
$67.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $62.3M | 728,825 | 18.39% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 135 W Adams Ave
- Time zone
- CT (UTC-6)
- Office locations
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