Data / Investment advisers / Missouri / Modern Dollar Planning, LLC
Modern Dollar Planning, LLC, St. Louis, MO: $159 million AUM, SEC registered investment adviser
Modern Dollar Planning, LLC is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $159 million in regulatory assets under management in its Form ADV filed January 6, 2026. Its clients include high net worth individuals and individuals. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 174695
- SEC file number
- 801-128613
- SEC status
- Approved, effective August 21, 2023
- Main office
- 1807 Park Avenue, St. Louis, MO 63104
- Phone
- (314) 827-5852
- Website
- modern-dollar.com
- Regulatory AUM
- $159,139,791 in the Form ADV filed January 6, 2026
- Discretionary AUM
- $159,139,791
- Accounts
- 153
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 6, 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 | 49 | $114.9 million |
| Individuals (other than high net worth individuals) | 104 | $44.2 million |
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 |
|---|---|---|
| February 2, 2026 | $159.1 million | January 6, 2026 |
| December 1, 2025 | $122 million | January 13, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lewis & Clark Partners, LLC | St. Louis | $262.9 million | 8 | adviserinfo.sec.gov |
| Ekon Advisors, LLC | St. Louis | $219.8 million | Not listed | adviserinfo.sec.gov |
| Profusion Private Wealth | St. Louis | $175.7 million | 1 | adviserinfo.sec.gov |
| Wilsquare Capital LLC | St. Louis | $171.2 million | 2 | adviserinfo.sec.gov |
| Toberman Becker Wealth, LLC | St. Louis | $170.8 million | Not listed | adviserinfo.sec.gov |
| Essex Ridge Capital Group, LLC | St. Louis | $146.3 million | Not listed | adviserinfo.sec.gov |
| Severin Investments LLC | St. Louis | $141.9 million | Not listed | adviserinfo.sec.gov |
| Fortify Wealth, Inc. | St. Louis | $115 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Modern Dollar Planning, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.