Plancorp Holdings, Inc. (Saint Louis)

Name: Plancorp Holdings, Inc.
Address: 540 Maryville Centre, Saint Louis, MO, 63141
Telephone: 636-532-7824

Plancorp Holdings, Inc. is a large advisory firm based in Saint Louis. It manages $1.39 billion of regulatory assets for 3,015 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.

Plancorp Holdings provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Plancorp Holdings: assets under management

The assets under management (AUM) of Plancorp Holdings, Inc. is $1.39 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.36 billion in discretionary accounts and $26.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $478.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plancorp Holdings, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Plancorp Holdings, Inc.

J. Christopher Kerckhoff has been acting as President since 1 Jul 2010. Jeffrey Travis Buckner joined the executive team most recently as the Chairman And Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Travis Buckner	Chairman and chief investment officer	1 Jul 2010	Other	1086144
Steven Norman Frank	Vice chairman/chief compliance officer	1 Jul 2010	Other	3179303
Lawrence John Legrand	Vice chairman/chief financial officer	1 Jul 2010	Other	4520112
Inc. Plancorp Holdings	Llc member	1 Jul 2010	75% - 100%	106599
J. Christopher Kerckhoff	President	1 Jul 2010	Other	4553424
Inc. Jck Ii	Llc member	1 Jul 2010	Other	27-2855860

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Travis Buckner	President	1 Aug 1998	50% - 75%	1086144
Steven Norman Frank	Executive vice president	1 Dec 1999	25% - 50%	3179303
Lawrence John Legrand	Executive vice president, chief financial officer	1 Apr 2001	25% - 50%	4520112

Based in Saint Louis

The principal office where Plancorp Holdings, Inc. performs its advisory services is located at 540 Maryville Centre, Saint Louis, MO 63141, which is also the mailing address of the firm. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-532-7824 or by fax 636-532-0274. The normal business hours are 8:30 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.plancorp.com.