25 FINANCIAL

RIASEC RegisteredEst. 2022
Total AUM
$545M
Discretionary
$492M
90% of AUM
Avg account
$177K
Accounts
3,075
Employees
19
Advisory reps
9

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

FINTRX

Overview

25 Financial is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm targets individual and family clients and combines financial planning with portfolio management for individuals and small businesses; it also provides pension consulting. Its business footprint includes activity as a registered representative of a broker-dealer and as an insurance broker, and it maintains industry relationships with at least one law firm and an insurance company. Fee arrangements are blended: percentage-of-AUM pricing sits alongside fixed fees, performance-based fees and other fee structures. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Non-Exchange Traded Equities 26%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%67%
  • 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

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$304M in ETFs

Passive

80%

$243M

Active

20%

$61.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS)VanguardPassiveForeign Large Blend$54.9M712,54218.08%
Unlock additional holdings →

Location

Primary office

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

Similar firms

WEDGEWOOD PARTNERS, INC.

RIA

SAINT LOUIS, MO

AUM $561MTEAM 10REPS 8

STIEVEN CAPITAL ADVISORS, L.P.

RIA

SAINT LOUIS, MO

AUM $563MTEAM 8REPS 3

ALLOCATOR SOLUTIONS, LLC

RIA

SAINT LOUIS, MO

AUM $514MTEAM 1REPS 1

FINANCIAL & TAX ARCHITECTS, LLC

RIA

SAINT LOUIS, MO

AUM $506MTEAM 71REPS 38

HARBOUR GROUP INDUSTRIES, INC.

RIA

SAINT LOUIS, MO

AUM $448MTEAM 25REPS 6

ORION INVESTMENT CO

RIA

SAINT LOUIS, MO

AUM $444MTEAM 6REPS 4
More RIAs in SAINT LOUIS →All Missouri RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth