ALEXANDER LABRUNERIE & CO., INC.
Firm details
- Headquarters
- COLUMBIA, Missouri
- CRD number
- 117153
- Registered since
- December 6, 2016
- Website
- labrunerie.com
- 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
FINTRXOverview
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
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 Funds70%
- Exchange Traded Equities26%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5ALEXANDER LABRUNERIE
PrincipalCRD 2247183
Thomas Chaney
CRD 7668527
Luke Hynes
Client Services RepresentativeCRD 8085735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$136M in ETFs
82%
$111M
11%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.8M | 43,099 | 18.97% |
Location
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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