LARSON FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2010
Total AUM
$5.5B
Discretionary
$4.8B
88% of AUM
Avg account
$211K
Accounts
25,926
Employees
131
Advisory reps
65

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
140599
Registered since
June 23, 2010
Website
www.larsonfinancial.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.86%
  • Individuals18.35%
  • Charitable Organizations0.49%
  • Pension & Profit Sharing Plans0.28%
  • Corporations / Businesses0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Larson Financial Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2010. The firm serves both individual/family and institutional clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Its business activities also include broker-dealer and insurance-broker functions, and its structure includes roles as sponsor, general partner or managing member of pooled investment vehicles. Larson uses a mix of fee models (percentage of AUM, hourly and fixed fees) and is not identified as an active ESG investor. The firm was named among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 48%, Other 28%, Exchange Traded Equities 17%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%48%
  • Public Funds/Mutual Funds48%
  • Other28%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2

  • RANDY MILLER

    Chief Compliance OfficerCRD 4798775

  • PAUL LARSON

    CEOCRD 4422245

Contacts

3 of 63

  • Elizabeth Tuinstra

    Client Service ManagerCRD 7350153

  • Kevin Cassidy

    Senior TraderCRD 2967230

  • JACOB FISHER

    Financial PlannerCRD 6013130

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,096

Active vs passive

$2.3B in ETFs

Passive

55%

$1.2B

Active

23%

$1B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$202M2,640,3038.86%
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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS CITY

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 CITY
Address
100 N Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth