Plancorp, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 106599
· SEC file 801-20398
· Saint Louis, MO
· www.instagram.com
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $9.9B
- Discretionary
- $8.8B
- Clients
- 2,367
- Avg AUM / client
- $4.2M
- Accounts
- 9,001
- Employees
- 98
AUM over time
$1.6B
$9.9B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,008 | $365M | 3.67% |
| High net worth individuals | 1,237 | $8.4B | 84.6% |
| Pension and profit sharing plans | 85 | $509M | 5.12% |
| Charitable organizations | 37 | $659M | 6.63% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rize Home's 401(k) Plan Rize Home Llc | 2024 | |
| Stereotaxis, Inc. Employees Savings Trust Stereotaxis, Inc. | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Milestone Retirement Plan Milestone Services Company, Llc | 2024 |
People (66)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eccles, Spencer, Fox | Director | Jan 1981 (46y) | ≈ 0.94% – 5% via George S. And Dolores Dore Eccles Foundation | |
| J. Christopher Kerckhoff | Chairman, President, Ceo And Elected Manager | CFP | Apr 2000 (26y) | Less than 5% |
| Brian Louis Wiedermann | Sole Shareholder | CFP | Dec 2002 (24y) | ≈ 3.75% – 10% via Blw Investment Company |
| Harry Chad Frazier | Trustee | CFP | Jan 2003 (24y) | GP / trustee / elected manager of The Harry Chad Frazier Revocable Trust Dtd 12/2/2011 (indirect) |
| Brian Matthew King | Trustee | CFP | Jun 2008 (18y) | Less than 5% |
| Kerckhoff, Jessica, Ann | Trustee | Jun 2010 (16y) | GP / trustee / elected manager of J. Christopher Kerckhoff, Jr. Revocable Living Trust (indirect) | |
| Frazier, Christina, Steuby | Trustee | Dec 2011 (15y) | GP / trustee / elected manager of The Harry Chad Frazier Revocable Trust Dtd 12/2/2011 (indirect) | |
| King, Anna, Elizabeth | Trustee | Dec 2011 (15y) | GP / trustee / elected manager of The Brian M. King Revocable Trust (indirect) | |
| Eccles, Lisa, Ellen | Director | Sep 2016 (10y) | GP / trustee / elected manager of George S. And Dolores Dore Eccles Foundation (indirect) | |
| Graham, Robert, Maurice | Director | Sep 2016 (10y) | GP / trustee / elected manager of George S. And Dolores Dore Eccles Foundation (indirect) | |
| De Beer, Marthin, Frederick | Elected Manager | May 2017 (9y) | Less than 5% | |
| Esson, Michael, Leo | Chief Information Security Officer | Jun 2020 (6y) | Less than 5% | |
| Oligschlaeger, Mark, Alan | Elected Manager | Oct 2021 (5y) | Less than 5% | |
| Grelle, Katherine (Kasey), Carrington Joyce | Manager | Oct 2022 (4y) | Less than 5% | |
| Segal, Spenser, Hayward | Manager | Oct 2022 (4y) | Less than 5% | |
| Garton, Wesley, Warren | Chief Financial Officer/Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Cortez, Steven, Edward | Member | Feb 2024 (3y) | ≈ 1.05% – 12.5% via Tria Capital Partners Holdings, Llc | |
| Kanner, Yvonne, Nadinne | Member | Feb 2024 (3y) | ≈ 1.05% – 12.5% via Tria Capital Partners Holdings, Llc | |
| Robins, Benjamin, John | Elected Manager | Feb 2024 (3y) | ≈ 1.05% – 12.5% via Tria Capital Partners Holdings, Llc | |
| Lawrence John Legrand | Registered representative | Mar 2002 (24y) | ||
| Joseph Matthew Patane | Registered representative | CFP | Mar 2005 (21y) | |
| Leo Gerard Haas | Registered representative | Dec 2008 (18y) | ||
| Kyle Howard Attarian | Registered representative | CFP CFA | Nov 2009 (17y) | |
| Susan Lynn Conrad | Registered representative | Jun 2013 (13y) | ||
| Rebecca Lynn Bone | Registered representative | Mar 2014 (12y) | ||
| Charles Michael Dambach | Registered representative | Oct 2014 (12y) | ||
| Benjamin Jakob Schwartz | Registered representative | CFP | Jan 2015 (12y) | |
| Charles Frederick Meyer | Registered representative | Feb 2015 (11y) | ||
| Peter Joseph Lazaroff | Registered representative | CFP CFA | Apr 2015 (11y) | |
| Matthew John Baisden | Registered representative | Jul 2016 (10y) | ||
| Larry L Guess | Registered representative | Mar 2017 (9y) | ||
| Austin Eliah Lewis | Registered representative | CFP | Nov 2017 (9y) | |
| Sean William Kyle | Registered representative | CFP | Nov 2017 (9y) | |
| Joleen Sue Scharenbroch | Registered representative | CFP | Apr 2018 (8y) | |
| Derek Franklin Jess | Registered representative | CFP | Jul 2018 (8y) | |
| Ranie J Verby | Registered representative | CFP | Oct 2019 (7y) | |
| Jessica Maureen Weiss | Registered representative | CFP | Mar 2021 (5y) | |
| Meaghan Faerber | Registered representative | CFP Personal Financial Specialist | Dec 2021 (5y) | |
| Samantha La Forest Dombek | Registered representative | CFP | Mar 2022 (4y) | |
| Yezmin Thomas | Registered representative | Mar 2022 (4y) | ||
| Kevin Lee Daniel | Registered representative | CFP | Mar 2022 (4y) | |
| Kori Marie Hemmann | Registered representative | CFP | Jan 2023 (4y) | |
| Kelsey Abbott | Registered representative | CFP | Mar 2023 (3y) | |
| Deanna Schuler Orf | Registered representative | CFP | Nov 2023 (3y) | |
| Bryan David Barts | Registered representative | CFP | Nov 2023 (3y) | |
| Michael P Dempsey | Registered representative | CFP | Nov 2023 (3y) | |
| Mary Crawley | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) | |
| Brian Charles Watson | Registered representative | CFP | May 2024 (2y) | |
| Dawn Torres Gale | Registered representative | CFP Chartered Financial Consultant | Jun 2024 (2y) | |
| Robert John Anderberg | Registered representative | CFP | Jun 2024 (2y) | |
| Devin William Ploesser | Registered representative | Aug 2024 (2y) | ||
| Steven Floyd Owens | Registered representative | Mar 2025 (1y) | ||
| Brian Patrick Riggs | Registered representative | CFP | Oct 2025 (1y) | |
| Stacey Lynn Mannebach | Registered representative | CFP | Nov 2025 (1y) | |
| Ryan Robert Miller | Registered representative | CFP | Nov 2025 (1y) | |
| Odaro Eric Aisueni | Registered representative | CFP | Dec 2025 (1y) | |
| Eli Daniel Katz | Registered representative | CFP | Mar 2026 (0y) | |
| Kelsie Marie Barrow | Registered representative | Personal Financial Specialist | Mar 2026 (0y) | |
| Christopher Louis Comstock | Registered representative | CFP | Apr 2026 (0y) | |
| Judson Ray Myers | Registered representative | CFA | Apr 2026 (0y) | |
| Noah Joseph Menezes | Registered representative | Apr 2026 (0y) | ||
| Ryan John Barnes | Registered representative | CFP | Apr 2026 (0y) | |
| Wade Allan Wallace | Registered representative | CFP | Apr 2026 (0y) | |
| Madeline Claire Shores | Registered representative | CFP | May 2026 (0y) | |
| Valeriane Michelle Wilson | Registered representative | CFP | May 2026 (0y) | |
| Kevin Jordan Graham | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jck Ii, Inc. | Member | Jul 2010 | A | 10% – 25% |
| Cynosure Partners 2020, Lp | Member | May 2021 | A | 10% – 25% |
| Tria Asset Holdings E, Llc | Member | Feb 2024 | A | 10% – 25% |
| Bmk Holding, Inc | Member | Dec 2011 | A | 5% – 10% |
| Hcf, Inc. | Member | Dec 2011 | A | 5% – 10% |
| Blw Investment Company | Member | Dec 2011 | A | 5% – 10% |
| Cynosure Wealth Partners, Llc | Member | May 2021 | A | 5% – 10% |
| The Brian M. King Revocable Trust | Shareholder | Dec 2011 | B | ≈ 3.75% – 10% via Bmk Holding, Inc |
| The Harry Chad Frazier Revocable Trust Dtd 12/2/2011 | Shareholder | Dec 2011 | B | ≈ 3.75% – 10% via Hcf, Inc. |
| J. Christopher Kerckhoff, Jr. Revocable Living Trust | Shareholder | Jun 2010 | B | ≈ 7.5% – 25% via Jck Ii, Inc. |
| Tria Capital Partners Assetco, Llc | Member | Feb 2024 | B | ≈ 7.5% – 25% via Tria Asset Holdings E, Llc |
| Tria Capital Partners, Llc | Member | Feb 2024 | B | ≈ 5.63% – 25% via Tria Capital Partners Assetco, Llc |
| Tria Capital Partners Holdings, Llc | Member | Feb 2024 | B | ≈ 4.22% – 25% via Tria Capital Partners, Llc |
| George S. And Dolores Dore Eccles Foundation | Member | Sep 2016 | B | ≈ 1.25% – 5% via Cynosure Wealth Partners, Llc |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Eccles, Spencer, Fox: 75% – 100% of George S. And Dolores Dore Eccles Foundation × 25% – 50% of Cynosure Wealth Partners, Llc × 5% – 10% direct ≈ 0.94% – 5% of the firm
- Brian Louis Wiedermann: 75% – 100% of Blw Investment Company × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Cortez, Steven, Edward: 25% – 50% of Tria Capital Partners Holdings, Llc × 75% – 100% of Tria Capital Partners, Llc × 75% – 100% of Tria Capital Partners Assetco, Llc × 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- Kanner, Yvonne, Nadinne: 25% – 50% of Tria Capital Partners Holdings, Llc × 75% – 100% of Tria Capital Partners, Llc × 75% – 100% of Tria Capital Partners Assetco, Llc × 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- Robins, Benjamin, John: 25% – 50% of Tria Capital Partners Holdings, Llc × 75% – 100% of Tria Capital Partners, Llc × 75% – 100% of Tria Capital Partners Assetco, Llc × 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- The Brian M. King Revocable Trust: 75% – 100% of Bmk Holding, Inc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- The Harry Chad Frazier Revocable Trust Dtd 12/2/2011: 75% – 100% of Hcf, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- J. Christopher Kerckhoff, Jr. Revocable Living Trust: 75% – 100% of Jck Ii, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Tria Capital Partners Assetco, Llc: 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Tria Capital Partners, Llc: 75% – 100% of Tria Capital Partners Assetco, Llc × 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Tria Capital Partners Holdings, Llc: 75% – 100% of Tria Capital Partners, Llc × 75% – 100% of Tria Capital Partners Assetco, Llc × 75% – 100% of Tria Asset Holdings E, Llc × 10% – 25% direct ≈ 4.22% – 25% of the firm
- George S. And Dolores Dore Eccles Foundation: 25% – 50% of Cynosure Wealth Partners, Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rize Home's 401(k) Plan | Rize Home Llc | 96 | $17.2M | 01/01/2024 |
| Stereotaxis, Inc. Employees Savings Trust | Stereotaxis, Inc. | 117 | $16.8M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Milestone Retirement Plan | Milestone Services Company, Llc | 191 | $23.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $7.6B (76% of AUM) May 2026
- Fidelity Brokerage Services $1.7B (17% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $583M (16% of AUM) Mar 2019
- State Street $69.1M (2% of AUM) Jan 2019
- Alerus Securities Corporation $33.3M (1% of AUM) Jan 2019
- Mg Trust Company $20.4M (1% of AUM) Jan 2019
- The Vanguard Group, Inc. $18.1M (0% of AUM) Jan 2019
- Voya Financial $15.2M (0% of AUM) Jan 2019
- Cass Commercial Bank $11.1M (0% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗