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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-14-1984
- Office Locations
- 13
Office Locations
About Plancorp, LLC
Plancorp, LLC is a St. Louis-based fiduciary wealth management firm with a 40+ year, planning-led process. The team provides holistic wealth management, family office support for ultra-high-net-worth families, corporate retirement plan advisory, institutional asset management for endowments and nonprofits, and business succession planning. Notably, Plancorp has been CEFEX-certified for over 15 years.
Reported data analysis
What the numbers show
Between October 15, 2025 and July 22, 2026, reported AUM increased 36.3%, from $7.3B to $9.9B.
Across 5 reported observations, AUM increased 63.6% between November 2, 2022 and July 22, 2026, from $6.1B to $9.9B.
Of the latest reported AUM, 88.2% is discretionary and 11.8% is non-discretionary.
The firm reports 52 advisory representatives and 2,408 clients, or 46.3 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 13 reported office locations and 42 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Plancorp, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARTHIN FREDERICK DE BEER
Chief Executive Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
MICHAEL LEO ESSON
Chief Information Security Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Kelsey Abbott
Wealth Manager
- CRD
- #7706318
Odaro Eric Aisueni
Financial Wellness Advisor
- CRD
- #7683782
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,297,583,337 | $1,140,936 |
| Non-Discretionary | $1,336,942,545 | $892,308 |
| Total | $10,634,525,882 | $1,104,585 |
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Separately Managed Accounts
SMA allocation detail is available
Plancorp, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Plancorp, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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