M
$1.1B Total AUM
$671.2M Disc. AUM
-- 3Y CAGR
16 Employees
478 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2025
- Office Locations
- 1
Office Locations
7911 Forsyth Blvd. Suite 200 Clayton MO
About Meramec Financial Planners, LLC
Meramec Financial Planners, LLC is a Clayton-based RIA. The firm has been operating for 1 years. Managing $1.1B in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$161.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
1.3 yrs AVG TENURE
16 Employees
7 Advisory Reps
7 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JULIE ELIZABETH BAHR
Managing Member
- CRD
- #3043047
- Ownership
- 25% but less than 50%
Available
Available
Available
C
CHRISTOPHER ROBERT MICHALAK
Managing Member
- CRD
- #2928683
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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A
Amy Borkowski Baker
Senior Advisor
- CRD
- #7706549
Available
Available
Available
JENNIE KLOSTER HELM
--
- CRD
- #4814632
Available
Available
Available
Showing 2 of 7 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $671,173,215 | $504,262 |
| Non-Discretionary | $455,726,521 | $765,927 |
| Total | $1,126,899,736 | $585,099 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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