| Total AUM | $9.94B |
| Discretionary | $8.77B88% of AUM |
| Non-Discretionary | $1.17B |
| Client Accounts | 9,001 |
| Avg Account Size | $1.1M |
| Employees | 97 |
| Peak AUM | $9.94BApr 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.9B | +36.3% | +21.5% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $9.94B |
| Discretionary | $8.77B |
| Employees | 97 |
| Client Accounts | 9001 |
| Client Range | More than 500 |
Address
540 MARYVILLE CENTRE DRIVE
SAINT LOUIS MO 63141-5829
Phone
(636) 532-7824
Filing History
89 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.8B
88.2% of AUM
Non-Discretionary
$1.2B
11.8% of AUM
Disc. mix ▼ 3.0pp vs 1 year ago
Custody
No related registrations reported
| +14.1% /yrover 25 yrs · 89 filings |
Total AUM
$9.9B
| $8.8B |
| +31.7% |
| +18.5% |
| +12.6% |
| Non-Disc. AUM | $1.2B | +83.7% | +61.8% | +39.2% |
| Total Accounts | 9k | +34.1% | +12.5% | +6.6% |
| Avg Account Size | $1M | +1.6% | +7.9% | +7.3% |
| Employees | 97 | +16.9% | +8.5% | +7.4% |
| AUM / Employee | $102M | +16.6% | +12.0% | +6.6% |
Client AUM Segments | |||||
| Wealth AUM | $8.8B | +36.0% | +22.2% | +14.7% | |
| Institutional AUM | $1.2B | +38.8% | +16.5% | +12.7% | |
Client Count Segments | |||||
| HNW Clients | 1k | +76.5% | +13.7% | +13.8% | |
| Institutional | 122 | +15.1% | 0.3% | +4.9% | |
| Individuals | 1k | +37.3% | +16.2% | +13.0% | |