Data / Investment advisers / Missouri / Pension Consultants Inc
Pension Consultants Inc, Springfield, MO: $5.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pension Consultants Inc is an SEC registered investment adviser with its main office in Springfield, Missouri and reports $5.4 billion in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 113914
- SEC file number
- 801-56704
- SEC status
- Approved, effective July 23, 1999
- Main office
- 300 South Campbell Ave., Springfield, MO 65806
- Phone
- (417) 889-4918
- Regulatory AUM
- $5,423,950,320 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $2,511,333,334
- Non discretionary AUM
- $2,912,616,986
- Accounts
- 155
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 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 |
|---|---|---|
| Pension and profit sharing plans | 50 | $5.37 billion |
| High net worth individuals | 15 | $46.6 million |
| Individuals (other than high net worth individuals) | 23 | $12.1 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 |
|---|---|---|
| April 1, 2026 | $5.42 billion | March 31, 2026 |
| December 1, 2025 | $4.92 billion | March 3, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Plancorp, LLC | Saint Louis | $10.63 billion | Not listed | adviserinfo.sec.gov |
| Elmtree Funds, LLC | St. Louis | $7.77 billion | 15 | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 41 | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | Not listed | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Krilogy | St. Louis | $5.20 billion | 1 | adviserinfo.sec.gov |
| Kennedy Capital Management | St Louis | $5.02 billion | Not listed | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | $5.01 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Pension Consultants Inc 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.