Data / Investment advisers / Missouri / Meramec Financial Planners, LLC
Meramec Financial Planners, LLC, Clayton, MO: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Meramec Financial Planners, LLC is an SEC registered investment adviser with its main office in Clayton, Missouri and reports $1.1 billion in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 335112
- SEC file number
- 801-132213
- SEC status
- Approved, effective March 20, 2025
- Main office
- 7911 Forsyth Blvd. Suite 200, Clayton, MO 63105
- Phone
- (314) 579-3295
- Regulatory AUM
- $1,126,899,736 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $671,173,215
- Non discretionary AUM
- $455,726,521
- Accounts
- 1,926
- Employees
- 16, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 248 | $829.2 million |
| Pension and profit sharing plans | 24 | $188.8 million |
| Individuals (other than high net worth individuals) | 202 | $108.8 million |
| Charitable organizations | Fewer than 5 | $73,482 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.13 billion | February 18, 2026 |
| December 1, 2025 | $1.28 billion | July 16, 2025 |
Other advisers in Clayton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Argent Capital Management LLC | Clayton | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | $2.37 billion | Not listed | adviserinfo.sec.gov |
| Parkwoods Wealth Partners, LLC | Clayton | $1.79 billion | Not listed | adviserinfo.sec.gov |
| Asset Consulting Group, LLC | Clayton | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Correct Capital Wealth Management, LLC | Clayton | $889.3 million | Not listed | adviserinfo.sec.gov |
| Foundation Wealth Management, LLC | Clayton | $660.6 million | Not listed | adviserinfo.sec.gov |
| Agellus Capital, LLC | Clayton | $507.8 million | 6 | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | $320 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Clayton, MO
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Meramec Financial Planners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.