Larson Capital Management provides portfolio management for pooled vehicles, selecting other managers and educational seminars. The firm advises 27 private funds.
Larson Capital Management reports 66 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.43B across 66 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 66 | $1.43B | 100.0% | $21.6M |
| Total | 66 | $1.43B | 100% | $21.6M |
- Clients
- 66
- Regulatory AUM
- $1.43B
- AUM share
- 100.0%
- Avg. per client
- $21.6M
Total
- Clients
- 66
- Regulatory AUM
- $1.43B
- AUM share
- 100%
- Avg. per client
- $21.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 27
- Financial planning clients last fiscal year
- 0
Larson Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Larson Financial Holdings, LLC owns 75% or more of Larson Capital Management and is in turn owned by Paul Larson (75% or more). The leadership team of Larson Capital Management includes President Paul Larson and Chief Compliance Officer Randy Miller. It has 13 employees, 1 of them in advisory roles.
Leadership
- Paul LarsonPresident
- Randy MillerChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Alyssa Johnson
- Paul Douglas Larson
Staff
- 13 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Larson Capital Management, LLC
Larson Financial Holdings, LLC
Control person · since July 2013
- Owns 75% or more of Larson Financial Holdings, LLC
Paul Larson
Control person · since June 2006
Larson Capital Management’s regulatory assets grew 6.7× from $213M (March 2021) to $1.43B (May 2026); clients rose from 16 to 66 and employees from 3 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.43B | 66 | 13 | 1 |
| March 2025 | $988M | 55 | 13 | 1 |
| April 2024 | $833M | 47 | 13 | 1 |
| June 2023 | $616M | 36 | 13 | 1 |
| June 2022 | $311M | 26 | 5 | 1 |
| March 2021 | $213M | 16 | 3 | 1 |
Besides its headquarters, Larson Capital Management has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 14567 North Outer 40, Suite 500, ChesterfieldHQ
Contact and registration details
- Legal name
- Larson Capital Management, LLC
- Headquarters
- 14567 North Outer 40, Suite 500, Chesterfield, MO 63017
- Website
- larsoncapitalmanagement.com
- Phone
- 314-787-7436
- @larson-capital-management
- SEC file
- 801-116807
- Structure
- Missouri LLC
- Fiscal year end
- December
Larson Capital Management has custody of $1.43B in client assets for 66 clients.
How many clients does Larson Capital Management have?
Larson Capital Management has 66 clients and manages $1.43 billion for them, as of May 2026. They include 66 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026
What services does Larson Capital Management offer?
Larson Capital Management provides portfolio management for pooled vehicles, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Larson Capital Management have?
Larson Capital Management has 1 investment adviser representative registered with state securities authorities, out of 13 employees, and 1 perform investment advisory functions. 1 employee is a registered representative 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
Who owns Larson Capital Management?
Larson Capital Management is owned through a holding company by Paul Larson. Its direct owner is Larson Financial Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 May 2026
How does Larson Capital Management get paid?
Larson Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Larson Capital Management?
Larson Capital Management’s main office is at 14567 North Outer 40, Suite 500, Chesterfield, MO 63017. Its phone number is 314-787-7436. Its website is larsoncapitalmanagement.com.