{"url":"https://nivawealth.com/firms/larson-capital-management-301971","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/301971","regulatoryAum":1425678418,"crd":"301971","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5454537","suffix":null,"lastName":"Johnson","firstName":"Alyssa","middleName":null},{"crd":"4422245","suffix":null,"lastName":"LARSON","firstName":"PAUL","middleName":"DOUGLAS"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":213345982,"clients":16,"employees":3,"offices":1},{"filedOn":"2022-06-08","regulatoryAum":310800000,"clients":26,"employees":5,"offices":1},{"filedOn":"2023-06-13","regulatoryAum":615509296,"clients":36,"employees":13,"offices":1},{"filedOn":"2024-04-25","regulatoryAum":832903906,"clients":47,"employees":13,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":987542630,"clients":55,"employees":13,"offices":1},{"filedOn":"2026-05-08","regulatoryAum":1425678418,"clients":66,"employees":13,"offices":1}],"secFileNumber":"801-116807","legalName":"Larson Capital Management, LLC","displayName":"Larson Capital Management","slug":"larson-capital-management-301971","website":"https://larsoncapitalmanagement.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/301971/0bfe4edd70b3af96-r1.webp","tone":"light","width":618,"height":200,"sourceUrl":"https://larsoncapitalmanagement.com","sourceLabel":"Larson Capital Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/larson-capital-management/","xUrl":"https://twitter.com/larsoncapmgmt","founded":null,"organization":"Missouri limited liability company","fiscalYearEnd":"December","headquarters":{"street":"14567 North Outer 40, Suite 500","city":"Chesterfield","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63017"},"tradeNames":[],"registration":{"secApproved":"17 June 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":13,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":1425678418,"discretionary":1425678418,"discretionaryAccounts":66,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":66,"regulatoryAum":1425678418}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Larson Capital Management has custody of $1.43B in client assets for 66 clients.","otherCustodians":[],"leadership":[{"name":"Paul Larson","title":"President","crd":"4422245"},{"name":"Randy Miller","title":"Chief Compliance Officer","crd":"4798775"}],"ownership":[{"label":"Larson Financial Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since July 2013."},{"label":"Paul Larson","detail":"Indirect owner: a managing member/ ceo of Larson Financial Holdings, LLC in the 75% or more band and a control person, since June 2006.","parent":"Larson Financial Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"14567 North Outer 40, Suite 500","city":"Chesterfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-787-7436","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[],"privateFunds":27},"sources":{"adv1FilingDate":"8 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/301971/PDF/301971.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Larson Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Larson Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Larson Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Larson Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Larson Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Larson Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}