Plancorp, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 106599
- Registered since
- January 14, 1984
- Website
- www.plancorp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.58%
- Charitable Organizations6.63%
- Pension & Profit Sharing Plans5.12%
- Individuals3.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Plancorp, LLC is an independent registered investment adviser that operates as a capital allocator for individual, family and institutional clients. Founded long enough to be SEC-registered since 1984, the firm provides comprehensive financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and institutions. Its service set also includes pension consulting and the selection of outside advisers. Plancorp charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. The firm does not brand itself as an active ESG investor. Plancorp has been recognized in industry rankings, appearing on lists from FA Magazine, Financial Times, CNBC and Barron’s across multiple years (including Barron’s Top 100 in 2021, 2022 and 2025 and CNBC Top 100 in 2021 and 2025).
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 Funds52%
- Exchange Traded Equities35%
- US Government Bonds7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 8
Marthin De Beer
Founder and CEOCRD 6688800
Peter Lazaroff
Chief Investment OfficerCRD 4998411
Susan Conrad
Chief Growth OfficerCRD 6214608
Contacts
3 of 52
Michael Dempsey
Wealth ManagerCRD 7829762
Deanna Orf
Wealth ManagerCRD 2325357
Bryan Barts
AnalystCRD 6002260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$3.7B in ETFs
30%
$1.1B
58%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $442M | 1,194,717 | 12.00% |
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
- 540 Maryville Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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