$9.9B Total AUM
$8.8B Disc. AUM
15.1% 3Y CAGR
97 Employees
2,392 ADV. Clients
42 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HarborDelta value +more
- Established Date
- 01-14-1984
- Office Locations
- 12
Office Locations
1312 W. Herndon Ave. Fresno CA
540 Maryville Centre Drive Saint Louis MO
-- Bradenton FL
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.
Team overview
43 AVG AGE
$198.8M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
97 Employees
50 Advisory Reps
50 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Zenith pathway Summit delta Atlas Peak Vector Radial Atlas Wave Focus alpha
Client Personas
Ridge Foundation Crest
CRM
Insight signal Catalyst
Custodian
Optima harbor Value Atlas zenith Summit Fusion vertex Peak Quantum Focus Frontier Ridge Eagle catalyst Pioneer
Fund Managers
Radial Glacier
Investment Themes
Vector Pioneer foundation Vertex value Prime Element Bridge Horizon momentum
Investment Vehicles
Insight vital Pioneer wave Ember Oak
Services
Timber signal Pioneer radial Ember Ridge Radial foundation Bridge Glacier Value Matrix summit Ridge Zenith Pathway capital Optima Timber
Technology
Optima Oak vector Alpha Element
Owner & Executives
MARTHIN FREDERICK DE BEER
Chief Executive Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
(937) 314-8266
momentum.zenith@glaciercapital.com
in linkedin.com/in/capital-wave
MICHAEL LEO ESSON
Chief Information Security Officer, Director
- CRD
- --
- Ownership
- Less than 5%
(981) 675-9091
atlas.element@foundationcapital.com
in linkedin.com/in/pathway-optima
A
Atlas timber
Atlas frontier alpha
- CRD
- #47158
- Ownership
- 27.8%
(394) 905-4105
timber.meridian@bridgecapital.com
in linkedin.com/in/beacon-meridian
Showing 2 of 11 owners & executives
Unlock allContacts
Kelsey Abbott
Wealth Manager
- CRD
- #7706318
(752) 393-6707
focus.value@matrixcapital.com
in linkedin.com/in/eagle-focus
Odaro Eric Aisueni
--
- CRD
- #7683782
(773) 931-5929
insight.summit@legacycapital.com
in linkedin.com/in/timber-quantum
O
Oak catalyst
Alpha capital
- CRD
- #34605
(508) 367-7699
bridge.matrix@wavecapital.com
in linkedin.com/in/focus-unison
Showing 2 of 59 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,768,095,216 | $1,140,936 |
| Non-Discretionary | $1,174,277,507 | $892,308 |
| Total | $9,942,372,723 | $1,104,585 |
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Separately Managed Accounts
Total SMA Asset: $9,942,372,723
Public Funds:
19.9% Equity - Exchange:
11.9% U.S. Government/Agency:
19.1% Cash:
14.2% Corporate - Investment Grade:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $167,624,105 | 19.9% |
| Equity - Exchange | $100,237,530 | 11.9% |
| U.S. Government/Agency | $160,885,448 | 19.1% |
| Cash | $119,611,171 | 14.2% |
| Corporate - Investment Grade | $293,973,933 | 34.9% |
| Total | $842,332,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS SUMMIT UNISON | CATALYST OPTIMA | TXSJ0U0AA | SCKF | 11.84% | $13,132,814 |
| PIONEER FUSION EMBER | FOCUS HORIZON | VBCIANRER | HOEN | 4.54% | $117,296,023 |
| ALPHA MOMENTUM VERTEX | VECTOR RADIAL | GJNS425IL | PONN | 1.35% | $42,930,776 |
| PATHWAY PIONEER VERTEX | EAGLE EMBER | 0EQSG4BXD | UHJH | 10.62% | $14,482,377 |
| HORIZON VITAL | TIMBER VALUE | N0H2QYCV0 | BUUK | 3.56% | $26,802,621 |
| HORIZON CATALYST | OPTIMA DELTA | ZVDWY1IDE | QMF | 3.38% | $90,414,279 |
| ATLAS OPTIMA | MERIDIAN PEAK | GRP23QPWT | PTYM | 1.47% | $49,079,203 |
| EMBER OPTIMA GLACIER | UNISON FOUNDATION | QVF0N9K68 | JUF | 4.80% | $12,782,601 |