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Alexander Labrunerie & Co., Inc.

Alexander Labrunerie & Co., Inc.. CRD 117153

Alexander Labrunerie & Co., Inc. logo

CRD: 117153

Alexander Labrunerie & Co., Inc.

$618.9M Total AUM
$615.9M Disc. AUM
-- 3Y CAGR
6 Employees
1,187 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · Vanguard
Clients
Retail and Institutional
Platforms
Available
Established Date
05-24-2001
Office Locations
1

Office Locations

601 Nifong Blvd Suite 3B Columbia MO

About Alexander Labrunerie & Co., Inc.

Columbia, MO-based Alexander Labrunerie & Co. provides holistic financial planning and investment management, including income and tax-sheltering strategies, portfolio reviews/recommendations, and longevity, long-term care, and legacy planning (life insurance, education savings). Known for an independent perspective and 55+ years serving the Columbia community.

Team overview

46 AVG AGE
$103.1M AVG AUM / ADVISOR
$521.4K AVG AUM / CLIENT
6.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
3 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

A

ALEXANDER FERNAND LABRUNERIE

Investment Advisor, President

CRD
#2247183
Ownership
75% or more
Available
Available
Available
BRET ALLEN RODABAUGH

BRET ALLEN RODABAUGH

Broker, Owner

CRD
#6405579
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

T

Thomas Chaney

--

CRD
#7668527
Available
Available
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L

Luke Elliot Hynes

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CRD
#8085735
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
10-16-2023
09-10-2024
03-25-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $615,864,689 $205,562
Non-Discretionary $2,997,062 $333,007
Total $618,861,751 $205,944

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
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