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25 Financial

25 Financial. CRD 317916

2

CRD: 317916

25 Financial

Saint Louis, MO, 63122
3145302858
25financial.com
$545.0M Total AUM
$492.0M Disc. AUM
33.9% 3Y CAGR
19 Employees
530 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Harbor foundationFocus horizon
Established Date
02-11-2022
Office Locations
3

Office Locations

135 West Adams Avenue Saint Louis MO
-- Iowa City IA
-- Nolensville TN

About 25 Financial

25 Financial is a fiduciary wealth management firm built for physicians and other high-income/ultra-high-net-worth clients. It delivers integrated planning across investments, insurance, debt, employee benefits, tax, retirement, and estate/asset protection. The team emphasizes tax-efficient portfolio construction and selective alternatives, using a private-equity-style due diligence process and relationships with private funds such as real estate syndications and private practice investments. Custody includes Schwab and Fidelity.

Team overview

36 AVG AGE
$68.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.7 yrs AVG TENURE
19 Employees
8 Advisory Reps
8 RIA Reps
4yrs Firm Age

Insights

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Accredited Investors

Pathway

Asset Classes

Meridian Wave momentum Capital atlas Vital Foundation Value Timber north

Client Personas

Prime prime Matrix atlas Atlas radial

CRM

Focus

Custodian

Alpha Peak ridge Vector zenith Fusion alpha Quantum Eagle zenith Legacy Oak quantum

Investment Themes

Eagle insight Optima vertex Catalyst Catalyst Pathway crest Vital atlas

Investment Vehicles

Matrix bridge Crest harbor Timber

Platform

Capital zenith Element

Services

Vertex vector Element oak Quantum Vector Glacier Beacon Fusion Value alpha Vertex radial North optima Momentum prime Pathway Crest quantum Value summit Ridge

Technology

Ember vertex Glacier harbor

Owner & Executives

J

JEFFREY SCOTT LARSON

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#4836889
Ownership
25% but less than 50%
(336) 660-2702
vital.glacier@eaglecapital.com
in linkedin.com/in/timber-horizon
RANDALL SCOTT LARSON

RANDALL SCOTT LARSON

Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Managing Partner

CRD
#5862743
Ownership
25% but less than 50%
(496) 358-7114
crest.matrix@matrixcapital.com
in linkedin.com/in/vector-focus
R

Radial bridge

Catalyst bridge

CRD
#23979
Ownership
23.8%
(735) 794-6408
eagle.signal@vertexcapital.com
in linkedin.com/in/vector-eagle

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Contacts

J

JONATHAN PAUL LESTER

Financial Advisor

CRD
#6231570
(323) 557-2535
horizon.north@harborcapital.com
in linkedin.com/in/vertex-oak
Stephan Kern Josiah McKee

Stephan Kern Josiah McKee

Wealth Advisor

CRD
#7208371
(354) 451-8791
glacier.zenith@meridiancapital.com
in linkedin.com/in/harbor-bridge
A

Atlas insight

Bridge momentum

CRD
#85914
(624) 402-9738
momentum.meridian@summitcapital.com
in linkedin.com/in/signal-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-16-2022
09-21-2023
11-19-2024
04-02-2025
05-19-2026
Category Assets AVG. Account size
Discretionary $492,000,000 $205,000
Non-Discretionary $53,000,000 $78,519
Total $545,000,000 $177,236

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Separately Managed Accounts

Total SMA Asset: $545,000,000

$545.0M Total SMA
Public Funds:
27.1%
Equity - OTC:
21.3%
Equity - Exchange:
19.0%
Cash:
32.6%
Asset class Assets Assets %
Public Funds $438,683,267 27.1%
Equity - OTC $344,795,335 21.3%
Equity - Exchange $307,563,914 19.0%
Cash $527,714,925 32.6%
Total $1,618,757,441 100.0%

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