ALEXANDER LABRUNERIE & CO., INC.

RIASEC RegisteredEst. 2016
Total AUM
$619M
Discretionary
$616M
100% of AUM
Avg account
$206K
Accounts
3,005
Employees
6
Advisory reps
5

Firm details

Headquarters
COLUMBIA, Missouri
CRD number
117153
Registered since
December 6, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.39%
  • Individuals19.56%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alexander Labrunerie & Co, Inc. is a privately owned corporate adviser that provides financial planning and discretionary portfolio management for individuals, families and small businesses, and also selects third‑party managers on clients’ behalf. The firm bills clients primarily as a percentage of assets under management while also offering fixed‑fee arrangements. It identifies as an active ESG investor and acts as a capital allocator—deploying client capital both directly into public markets and via external alternative managers. The business maintains affiliations with a broker‑dealer and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 26%, US Government Bonds 2%, Cash & Cash Equivalents 2%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities26%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 5
  • ALEXANDER LABRUNERIE

    PrincipalCRD 2247183

  • Thomas Chaney

    CRD 7668527

  • Luke Hynes

    Client Services RepresentativeCRD 8085735

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$136M in ETFs

Passive

82%

$111M

Active

11%

$24.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$25.8M43,09918.97%

Location

Primary office

COLUMBIA, MO

BOONE

Location

COLUMBIA, MO

Headquartered in COLUMBIA, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.

Metro area
Columbia-Moberly-Mexico, MO
Region
Midwest
County
BOONE
Address
601 W Nifong Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth