LARSON FINANCIAL GROUP, LLC
Latest filing: Mar 21, 2025 (72 days ago)
AUM
$4,032,736,835
47% change vs. 1 year ago
83% change vs. 3 years ago
174% change vs. 5 years ago
547% change vs. 10 years ago
Employee Count
115
53% change vs. 1 year ago
-5% change vs. 3 years ago
-14% change vs. 5 years ago
-43% change vs. 10 years ago
Main Office
SAINT LOUIS, MO
100 N BROADWAY, SAINT LOUIS, MO, UNITED STATES, 63102
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.5 |
| Non-Discretionary | $0.5 |
| Total | $4.0 |
| Client | AUM |
|---|---|
| Retail | $4.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $4.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 3,346 | $1.0 |
| Average Individual AUM | $311,312 | |
| HNW | 1,270 | $3.0 |
| Average HNW AUM | $2,325,894 | |
| Retail Total | 4,616 | $4.0 |
| Average Retail AUM | $865,584 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.4 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.0 |
| Retail SMA AUM | $4.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.7 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 48% | $1.9 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.2 |
| Other | 28% | $1.1 |
| Total | 104% | $4.2 |
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 |
|---|---|---|---|
| INTRUA FINANCIAL LLC | $1.2 | 281554 | |
| LARSON CAPITAL MANAGEMENT, LLC | $1.0 | 301971 | |
| LARSON TAX PARTNERS, LLC | $0.0 | accountancy | - |
| LARSON FINANCIAL SECURITIES, LLC | $0.0 | broker-dealer | 152517 |
| LARSON COMMERCIAL REAL ESTATE, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
59 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN FERNANDEZ | SAINT LOUIS | MO | S66|2004-07-15 | ||||||
| BRENT ROBBS | SAINT LOUIS | MO | S66|2013-10-31 | CERTIFIED FINANCIAL PLANNER|PERSONAL FINANCIAL SPECIALIST | |||||
| THOMAS BURCH | SAINT LOUIS | MO | S66|2010-12-30 | ||||||
| JONATHAN KRUEGER | SAINT LOUIS | MO | S65|2014-09-08|S63|2021-12-17 | ||||||
| RAYMOND SHAFFER | SAINT LOUIS | MO | S63|1987-03-11|S66|2007-08-03 | ||||||
| JACOB WHIPP | SAINT LOUIS | MO | S66|2008-12-23 | ||||||
| ANTHONY FERRARA | SAINT LOUIS | MO | S63|2002-01-08|S65|2002-04-04 | ||||||
| COLIN WIENS | SAINT LOUIS | MO | S66|2010-10-15 | CERTIFIED FINANCIAL PLANNER | |||||
| DYLAN SCHWARTZ | SAINT LOUIS | MO | S66|2020-11-25 | ||||||
| JASON SCHUHMACHER | SAINT LOUIS | MO | S66|2021-03-31 | ||||||
| ADAM SAWCHAK | SAINT LOUIS | MO | S66|2017-10-07 | ||||||
| RICHARD VASTERLING | SAINT LOUIS | MO | S63|1987-03-18|S66|1998-12-23 | CERTIFIED FINANCIAL PLANNER | |||||
| MATTHEW TULLY | SAINT LOUIS | MO | S63|1994-02-28|S65|2007-01-09 | ||||||
| DAVID THYEN | SAINT LOUIS | MO | S65|2020-03-09 | ||||||
| KYLE DANNER | SAINT LOUIS | MO | S66|2016-08-17 | CERTIFIED FINANCIAL PLANNER | |||||
| KENNETH STILLINGS | SAINT LOUIS | MO | S66|2012-06-29 | ||||||
| ANDREW SHULDHEISZ | SAINT LOUIS | MO | S63|2018-02-16|S65|2020-06-19 | ||||||
| JUSTIN NABITY | SAINT LOUIS | MO | S66|2008-03-13 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| JACOB FISHER | SAINT LOUIS | MO | S66|2013-10-23 | CERTIFIED FINANCIAL PLANNER | |||||
| DARIN ARCHBOLD | SAINT LOUIS | MO | S63|1995-03-08|S66|2009-08-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $4.0 | $0.0 | 0% | 115 | 0 | 0% |
| 2025-04-21 | $4.0 | $0.0 | 0% | 115 | 0 | 0% |
| 2024-04-02 | $2.7 | $1.3 | 47% | 75 | 40 | 53% |
| 2023-04-04 | $2.3 | $1.7 | 73% | 160 | -45 | -28% |
| 2022-04-01 | $2.2 | $1.8 | 83% | 121 | -6 | -5% |
| 2021-04-05 | $1.5 | $2.6 | 172% | 137 | -22 | -16% |
| 2020-04-01 | $1.5 | $2.6 | 174% | 133 | -18 | -14% |
| 2019-04-01 | $1.1 | $2.9 | 263% | 135 | -20 | -15% |
| 2018-04-02 | $1.3 | $2.8 | 222% | 157 | -42 | -27% |
| 2017-04-01 | $1.0 | $3.0 | 287% | 157 | -42 | -27% |
| 2016-04-01 | $0.8 | $3.3 | 425% | 153 | -38 | -25% |
| 2015-04-01 | $0.6 | $3.4 | 547% | 203 | -88 | -43% |
| 2014-04-01 | $0.4 | $3.7 | 969% | 150 | -35 | -23% |
| 2013-04-01 | $0.2 | $3.8 | 1893% | 116 | -1 | -1% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AK-02/03/2015, AL-09/24/2012, AR-04/17/2013, AZ-07/16/2010, CA-09/28/2010, CO-03/31/2016, CT-07/12/2011, DC-02/03/2015, DE-02/03/2015, FL-06/23/2010, GA-07/16/2010, HI-03/31/2016, IA-01/14/2011, ID-02/03/2015, IL-06/23/2010, IN-06/23/2010, KS-06/23/2010, KY-06/23/2010, LA-09/28/2010, MA-05/15/2013, MD-07/28/2011, ME-02/25/2014, MI-06/23/2010, MN-06/23/2010, MO-06/23/2010, MS-02/03/2015, MT-09/24/2012, NC-01/14/2011, ND-02/03/2015, NE-07/16/2010, NH-03/05/2013, NJ-09/24/2013, NM-02/03/2015, NV-09/04/2013, NY-01/14/2011, OH-06/23/2010, OK-09/04/2013, OR-07/06/2011, PA-07/16/2010, RI-02/03/2015, SC-05/15/2013, SD-02/03/2015, TN-06/23/2010, TX-06/23/2010, UT-07/16/2010, VA-09/28/2010, VT-03/31/2017, WA-09/30/2010, WI-06/23/2010, WV-03/29/2012, WY-03/19/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV