DBA: CORE PLANNING
| Total AUM | $525.0M |
| Discretionary | $500.4M95% of AUM |
| Non-Discretionary | $24.6M |
| Client Accounts | 1,005 |
| Avg Account Size | $522K |
| Employees | 65 |
| Peak AUM | $525.0MMar 2026 |
| AUM CAGR | +398.2% /yrover 1 yrs · 12 filings |
Total AUM
$525M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $525M | +332.3% | — | — | |
| Discretionary AUM | $500M | ||||
| Total AUM | $525.0M |
| Discretionary | $500.4M |
| Employees | 65 |
| Client Accounts | 1005 |
| Client Range | 51-100 |
Address
706 N MAIN ST
OFALLON MO 63366
Phone
636-734-7507
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$500M
95.3% of AUM
Non-Discretionary
$25M
4.7% of AUM
Disc. mix ▲ 14.5pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $25M | +5.7% | — | — |
| Total Accounts | 1k | +13.7% | — | — |
| Avg Account Size | $522,417.477 | +280.2% | — | — |
| Employees | 65 | +103.1% | — | — |
| AUM / Employee | $8M | +112.8% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $525M | +332.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 745 | +125.8% | — | — | |
| Individuals | 122 | +320.7% | — | — | |