CRD: 106999
St. Louis Financial Planners Asset Management, LLC
$234.0M Total AUM
$234.0M Disc. AUM
21.7% 3Y CAGR
2 Employees
446 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-1988
- Office Locations
- 1
Office Locations
16091 Swingley Ridge Rd. STE 345 Chesterfield MO
About St. Louis Financial Planners Asset Management, LLC
St. Louis Financial Planners Asset Management is a Chesterfield, MO RIA providing financial planning and discretionary portfolio management, with additional insurance and annuity planning. The firm emphasizes active asset allocation and portfolio construction and implements portfolios primarily with ETFs (per reported SMA holdings), custodied at Axos.
Team overview
42 AVG AGE
$117.0M AVG AUM / ADVISOR
$524.7K AVG AUM / CLIENT
25.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
C
CASEY DANIEL HUNT
Chief Compliance Officer, Owner, TREASURER, Vice President
- CRD
- #2787773
- Ownership
- 25% but less than 50%
Available
Available
Available
T
TIMOTHY DAVID HUNT
Owner, President, Secretary
- CRD
- #714168
- Ownership
- 25% but less than 50%
Available
Available
Available
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M
MATTHEW JOSEPH JARRELL
--
- CRD
- #5663687
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,037,459 | $204,400 |
| Non-Discretionary | $0 | -- |
| Total | $234,037,459 | $204,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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