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PLANCORP, LLC
CRD 106599 · SEC 801-20398
540 MARYVILLE CENTRE DRIVE, SUITE 105, SAINT LOUIS, MO, 63141-5829, United States
Phone
(636) 532-7824
Fax
(636) 532-0274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.94B
Discretionary AUM
$8.77B
Team
97 total employees; 50 advisory reps; 25 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1008 | $365.2M |
| High net worth individuals | 1237 | $8.41B |
| Pension/profit sharing plans | 85 | $509.4M |
| Charitable organizations | 37 | $658.8M |
States served
AZ, CA, CO, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MN, MS, NE, NV, NM, NY, NC, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD