{"url":"https://nivawealth.com/firms/st-louis-financial-planners-asset-management-106999","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106999","regulatoryAum":234037459,"crd":"106999","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2787773","suffix":null,"lastName":"HUNT","firstName":"CASEY","middleName":"DANIEL"},{"crd":"714168","suffix":null,"lastName":"HUNT","firstName":"TIMOTHY","middleName":"DAVID"},{"crd":"5663687","suffix":null,"lastName":"JARRELL","firstName":"MATTHEW","middleName":"JOSEPH"}],"total":3,"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":"2021-01-27","regulatoryAum":129954155,"clients":407,"employees":3,"offices":1},{"filedOn":"2022-01-26","regulatoryAum":137540676,"clients":431,"employees":3,"offices":1},{"filedOn":"2023-01-26","regulatoryAum":129904284,"clients":430,"employees":3,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":155035405,"clients":412,"employees":3,"offices":1},{"filedOn":"2025-01-16","regulatoryAum":188487676,"clients":427,"employees":3,"offices":1},{"filedOn":"2026-09-29","regulatoryAum":234037459,"clients":446,"employees":2,"offices":1}],"secFileNumber":"801-112870","legalName":"St. 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They include 446 individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does St. Louis Financial Planners Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does St. Louis Financial Planners Asset Management charge?","answer":"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.","source":"ADV PART 2A 1-20-2026, filed 29 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does St. Louis Financial Planners Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does St. Louis Financial Planners Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does St. Louis Financial Planners Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns St. Louis Financial Planners Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does St. Louis Financial Planners Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact St. Louis Financial Planners Asset Management?","answer":"St. Louis Financial Planners Asset Management’s main office is at 16091 Swingley Ridge RD., Suite 345, Chesterfield, MO 63017. 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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."}