25, Llc
- Regulatory AUM
- $545M
- Discretionary
- $492M
- Clients
- 505
- Avg AUM / client
- $1.1M
- Accounts
- 3,075
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 255 | $66.0M | 12.1% |
| High net worth individuals | 250 | $479M | 87.8% |
| Charitable organizations | Fewer than 5 clients | $500K | 0.09% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Randall Scott Larson | Managing Member/Investment Advisor Representative/Chief Compliance Officer | Jan 2022 (5y) | 25% – 50% | |
| Bradley Steven Meyers | Member/Investment Advisor Representative | CFP | Mar 2022 (4y) | Less than 5% |
| Jeffrey Scott Larson | Member/Iinvestment Advisor Representative | Mar 2022 (4y) | 25% – 50% | |
| Nathan James Brooks | Member/Investment Advisor Representative | Mar 2022 (4y) | Less than 5% | |
| Stephan Kern Josiah Mc Kee | Registered representative | Jun 2022 (4y) | ||
| Timothy P Moore | Registered representative | Jun 2022 (4y) | ||
| Jonathan Paul Lester | Registered representative | Jul 2022 (4y) | ||
| Brian Adam Sanguinet | Registered representative | Aug 2022 (4y) | ||
| Sarah Jean Wilson | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.17 MB | 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • DUE DILIGENCE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $385M (71% of AUM) May 2026
- Fidelity Brokerage Services $62.0M (11% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $14.8M (8% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗