St. Louis Financial Planners Asset Management provides portfolio management for individuals and small businesses.
St. Louis Financial Planners Asset Management reports 446 individuals. Of its assets, 100.0% ($234M across 1,145 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 446 | $234M | 100.0% | $525K |
| Total | 446 | $234M | 100% | $525K |
- Clients
- 446
- Regulatory AUM
- $234M
- AUM share
- 100.0%
- Avg. per client
- $525K
Total
- Clients
- 446
- Regulatory AUM
- $234M
- AUM share
- 100%
- Avg. per client
- $525K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
St. Louis Financial Planners Asset Management charges 1.75%–2.50% a year for its Fee Schedule. The fee is billed in arrears and is negotiable.
Fee details and sources
Timothy Hunt owns 25% to 50% of St. Louis Financial Planners Asset Management. The leadership team of St. Louis Financial Planners Asset Management includes President Timothy Hunt and Chief Compliance Officer Casey Hunt. It has 2 employees.
Leadership
- Timothy HuntPresident
- Casey HuntVice-President/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of St. Louis Financial Planners Asset Management, LLC
Timothy Hunt
Control person · since March 1996
- Owns 25% to 50% of St. Louis Financial Planners Asset Management, LLC
Casey Hunt
Control person · since August 2000
St. Louis Financial Planners Asset Management’s regulatory assets grew 1.8× from $130M (January 2021) to $234M (September 2026); clients rose from 407 to 446 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $234M | 446 | 2 | 1 |
| January 2025 | $188M | 427 | 3 | 1 |
| April 2024 | $155M | 412 | 3 | 1 |
| January 2023 | $130M | 430 | 3 | 1 |
| January 2022 | $138M | 431 | 3 | 1 |
| January 2021 | $130M | 407 | 3 | 1 |
Besides its headquarters, St. Louis Financial Planners Asset Management has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 16091 Swingley Ridge RD., Suite 345, ChesterfieldHQ
Contact and registration details
- Legal name
- St. Louis Financial Planners Asset Management, LLC
- Headquarters
- 16091 Swingley Ridge RD., Suite 345, Chesterfield, MO 63017
- Website
- Not reported
- Phone
- 636-532-3900
- SEC file
- 801-112870
- Structure
- Missouri LLC
- Fiscal year end
- December
St. Louis Financial Planners Asset Management uses Axos Clearing ($188M) as custodian for its separately managed accounts. St. Louis Financial Planners Asset Management does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Centennial, CO · $188M100%
At year end, St. Louis Financial Planners Asset Management’s separately managed accounts were mostly in stocks (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $188M across 30 positions; the largest are Invesco Exch Trd Slf Idx FD (28.0%), SPDR Series Trust (8.8%) and Micron Technology Inc. (6.2%).
What the accounts hold
- Stocks98%
- Cash2%
Reported 13F holdings
- $188M
- Reported 13F value
- 30
- Positions
- 62.5%
- In the 10 largest
- +6.3%
- Value vs. prior quarter
- Invesco Exch Trd Slf Idx FD · Bulshs 2026 CB28.0%
- SPDR Series Trust · ST Str Blo 1 ETF8.8%
- Micron Technology Inc.6.2%
- Western Digital Corp.3.5%
- Advanced Micro Devices Inc.3.1%
- Abbvie Inc.2.7%
- Merck & CO Inc.2.7%
- Home Depot Inc.2.6%
- Abbott Laboratories2.6%
- Procter & Gamble CO2.5%
Together, the ten largest are 62.5% of reported value.
How many clients does St. Louis Financial Planners Asset Management have?
St. Louis Financial Planners Asset Management has 446 clients and manages $234 million for them, as of September 2026. They include 446 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does St. Louis Financial Planners Asset Management offer?
St. Louis Financial Planners Asset Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does St. Louis Financial Planners Asset Management charge?
St. Louis Financial Planners Asset Management charges 1.75%–2.50% a year for its Fee Schedule. The fee is billed in arrears and is negotiable.
Which custodians does St. Louis Financial Planners Asset Management use?
St. Louis Financial Planners Asset Management’s separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $188M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does St. Louis Financial Planners Asset Management have?
St. Louis Financial Planners Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does St. Louis Financial Planners Asset Management invest in?
At the end of its last fiscal year, St. Louis Financial Planners Asset Management’s separately managed accounts held 98% exchange-traded equities 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 St. Louis Financial Planners Asset Management?
St. Louis Financial Planners Asset Management’s direct owners are Timothy Hunt and Casey Hunt, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does St. Louis Financial Planners Asset Management get paid?
St. Louis Financial Planners Asset Management is paid through a percentage of assets under management. 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 St. Louis Financial Planners Asset Management?
St. Louis Financial Planners Asset Management’s main office is at 16091 Swingley Ridge RD., Suite 345, Chesterfield, MO 63017. Its phone number is 636-532-3900.