Alexander LaBrunerie & Co. provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Alexander LaBrunerie & Co. reports 1,186 clients. They include 880 individual clients, 304 high-net-worth individuals and 2 charitable organizations. Of its assets, 99.5% ($616M across 2,996 accounts) are managed with discretion; $3M across 9 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 20% |
| High-net-worth individuals | 26% | 80% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 880 | $121M | 19.6% | $138K |
| High-net-worth individuals | 304 | $498M | 80.4% | $1.64M |
| Charitable organizations | Fewer than 5 | $286K | 0.0% | $143K |
| Total | 1,186 | $619M | 100% | — |
- Clients
- 880
- Regulatory AUM
- $121M
- AUM share
- 19.6%
- Avg. per client
- $138K
- Clients
- 304
- Regulatory AUM
- $498M
- AUM share
- 80.4%
- Avg. per client
- $1.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $286K
- AUM share
- 0.0%
- Avg. per client
- $143K
Total
- Clients
- 1,186
- Regulatory AUM
- $619M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Alexander LaBrunerie & Co. charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$2.5M | 0.85% |
| $2.5M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Consulting
- Negotiated with the client, or $200 to $500 per hour for limited-scope work.
- Financial Portrait (Financial Planning)
- $200 an hour, or complimentary when assets under management exceed $250,000; the fee may be waived.
- Retirement Plan Consulting
- Annual fee negotiated with the client under a Plan Consulting Agreement.
Alexander Labrunerie owns 75% or more of Alexander LaBrunerie & Co.. The leadership team of Alexander LaBrunerie & Co. includes President Alexander Labrunerie and Chief Compliance Officer Bret Rodabaugh. It has 6 employees.
Leadership
- Alexander LabruneriePresident
- Bret RodabaughChief Compliance Officer
- Leslie WilbersOwner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Thomas Chaney
- Luke E Hynes
- Alexander Fernand Labrunerie
- Bret Allen Rodabaugh
- Leslie Anne Wilbers
Staff
- 6 employees
- 6 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Alexander Labrunerie & Co., Inc.
Alexander Labrunerie
Control person · since November 1995
- Owns 10% to 25% of Alexander Labrunerie & Co., Inc.
Leslie Wilbers
since March 2015
- Owns 10% to 25% of Alexander Labrunerie & Co., Inc.
Bret Rodabaugh
since January 2023
Alexander LaBrunerie & Co.’s regulatory assets grew 1.9× from $323M (June 2021) to $619M (March 2026); clients rose from 889 to 1,186 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $619M | 1,186 | 6 | 1 |
| March 2025 | $525M | 1,127 | 7 | 1 |
| April 2024 | $427M | 1,094 | 10 | 1 |
| March 2023 | $381M | 1,008 | 8 | 2 |
| March 2022 | $411M | 984 | 7 | 2 |
| June 2021 | $323M | 889 | 5 | 2 |
Besides its headquarters, Alexander LaBrunerie & Co. has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 601 Nifong BLVD., Suite 3b, ColumbiaHQ
Other business names
Alexander LaBrunerie & Co. has reported 1 other business name to the SEC.
- Labrunerie Financial Services, Inc.
Contact and registration details
- Legal name
- Alexander Labrunerie & Co., Inc.
- Headquarters
- 601 Nifong BLVD., Suite 3b, Columbia, MO 65203-6804
- Website
- labrunerie.com
- Phone
- 573-449-5313
- SEC file
- 801-108708
- Structure
- Missouri corporation
- Fiscal year end
- December
Alexander LaBrunerie & Co. uses Charles Schwab ($534M) as custodian for its separately managed accounts. Alexander LaBrunerie & Co. does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $534M100%
At year end, Alexander LaBrunerie & Co.’s separately managed accounts were mostly in funds (70%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $285M across 125 positions; the largest are Vanguard Index Fds (10.2%), Apple Inc. (10.1%) and iShares TR (4.9%).
What the accounts hold
- Stocks26%
- Funds70%
- Bonds2%
- Cash2%
Reported 13F holdings
- $285M
- Reported 13F value
- 125
- Positions
- 50.3%
- In the 10 largest
- +6.7%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs10.2%
- Apple Inc.10.1%
- iShares TR · iShares Semicdtr4.9%
- Vanguard World FD · Inf Tech ETF4.7%
- Walmart Inc.4.5%
- JPMORGAN Chase & CO4.0%
- Nvidia Corporation3.3%
- Vanguard Index Fds · Value ETF3.2%
- iShares TR · Futu AI Tech ETF2.8%
- Amazon Com Inc.2.7%
Together, the ten largest are 50.3% of reported value.
How many clients does Alexander LaBrunerie & Co. have?
Alexander LaBrunerie & Co. has 1,186 clients and manages $619 million for them, as of March 2026. They include 880 individual clients, 304 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Alexander LaBrunerie & Co. offer?
Alexander LaBrunerie & Co. provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Alexander LaBrunerie & Co. charge?
Alexander LaBrunerie & Co. charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Alexander LaBrunerie & Co. use?
Alexander LaBrunerie & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $534M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Alexander LaBrunerie & Co. have?
Alexander LaBrunerie & Co. has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alexander LaBrunerie & Co. invest in?
At the end of its last fiscal year, Alexander LaBrunerie & Co.’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 2% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alexander LaBrunerie & Co.?
Alexander LaBrunerie & Co.’s direct owners are Alexander Labrunerie (75% or more), Leslie Wilbers (10% to 25%) and Bret Rodabaugh (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Alexander LaBrunerie & Co. get paid?
Alexander LaBrunerie & Co. is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alexander LaBrunerie & Co.?
Alexander LaBrunerie & Co.’s main office is at 601 Nifong BLVD., Suite 3b, Columbia, MO 65203-6804. Its phone number is 573-449-5313. Its website is labrunerie.com.