LARSON CAPITAL MANAGEMENT, LLC
Latest filing: Mar 28, 2025 (66 days ago)
AUM
$987,542,630
51% change vs. 1 year ago
218% change vs. 3 years ago
516% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
13
0% change vs. 1 year ago
160% change vs. 3 years ago
333% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CHESTERFIELD, MO
14567 NORTH OUTER 40, CHESTERFIELD, MO, UNITED STATES, 63017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | $4.0 | 140599 | |
| INTRUA FINANCIAL LLC | $1.2 | 281554 | |
| LARSON FINANCIAL SECURITIES, LLC | $0.0 | broker-dealer | 152517 |
| LARSON TAX PARTNERS, LLC | $0.0 | accountancy | - |
| LARSON COMMERCIAL REAL ESTATE, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.0 | $0.0 | 0% | 13 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 13 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.3 | 51% | 13 | 0 | 0% |
| 2023-04-04 | $0.6 | $0.4 | 60% | 13 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.7 | 218% | 5 | 8 | 160% |
| 2021-04-05 | $0.2 | $0.8 | 363% | 3 | 10 | 333% |
| 2020-04-01 | $0.2 | $0.8 | 516% | 3 | 10 | 333% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, DE-06/17/2019, MO-06/17/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV