Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 03/04/1980
ADV Location ST LOUIS, MO, United States
Contact Info 314 xxxxxxx
Websites
AUM* 1,427,316,567 15%
of that, discretionary 1,427,316,567 15%
Number of Employees 8
of those in investment advisory functions 7
Private Fund GAV* 0 -100%
Avg Account Size 3,439,317 -60%
% High Net Worth 74.67% -4%
SMA’s Yes
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 816M 612M 408M 204M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ARMANINO LLP Filing Date09/02/2025 Form ADV-E View Report
Accounting Firm Name ARMANINO LLP Filing Date02/27/2025 Form ADV-E View Report

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