{"url":"https://nivawealth.com/firms/plancorp-106599","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106599","regulatoryAum":10634525882,"crd":"106599","secFileNumber":"801-20398","legalName":"Plancorp, LLC","displayName":"Plancorp","website":"https://www.plancorp.com/","linkedinUrl":"https://www.linkedin.com/company/plancorp-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"540 Maryville Centre Drive, Suite 105","city":"Saint Louis","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63141-5829"},"tradeNames":["Plancorp Wealth Management"],"registration":{"secApproved":"14 January 1984","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":112,"advisory":52,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":9297583337,"discretionaryAccounts":7685,"nonDiscretionary":1336942545,"nonDiscretionaryAccounts":1515,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":25},"clientTypes":[{"label":"Individuals (other than HNW)","clients":967,"regulatoryAum":338974265},{"label":"High-net-worth individuals","clients":1284,"regulatoryAum":9019723680},{"label":"Pension and profit-sharing plans","clients":94,"regulatoryAum":574317427},{"label":"Charitable organizations","clients":38,"regulatoryAum":701510510}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":8313767634},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":1851000000}],"custodyNote":"Plancorp has custody of $7.01B for 1,987 clients.","otherCustodians":[],"leadership":[{"name":"J. 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Christopher Kerckhoff, JR. Revocable Living Trust","detail":"Indirect owner: a sole shareholder of JCK II, Inc. in the 75% or more band and a control person, since June 2010.","parent":"JCK II, Inc."},{"label":"Jessica Kerckhoff","detail":"Indirect owner: trustee of J. Christopher Kerckhoff, JR. Revocable Living Trust and a control person, since June 2010.","parent":"J. Christopher Kerckhoff, JR. 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They include 1,284 high-net-worth individuals, 967 other individuals and 94 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Plancorp offer?","answer":"Plancorp provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Plancorp use?","answer":"Plancorp’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $8,313,767,634 and Fidelity Brokerage Services LLC (Smithfield, RI), with $1,851,000,000. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Plancorp have?","answer":"Plancorp has 52 investment adviser representatives registered with state securities authorities, out of 112 employees, and 52 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","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":"What does Plancorp invest in?","answer":"At the end of its last fiscal year, Plancorp’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Plancorp?","answer":"Plancorp is owned through a chain of holding companies by Brian Wiedermann, Spencer Eccles, Benjamin Robins, Steven Cortez and Yvonne Kanner. Its direct owners are JCK II, Inc., BMK Holdings, Inc., HCF, Inc., BLW Investment Company, Cynosure Wealth Partners, LLC, Cynosure Partners 2020, LP and Tria Asset Holdings E, LLC, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Plancorp get paid?","answer":"Plancorp is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}