SourcingSourcing

ST. LOUIS FINANCIAL PLANNERS INC.

C41
CRD 105511·SEC 801-113524·CHESTERFIELD, MO
AUM
$5.7M
<$25M
Est. Revenue
$57K
@ 1% on AUM
Est. EBITDA
$17K
@ 30% margin
Est. Deal Value
$137K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ST. LOUIS FINANCIAL PLANNERS INC.
CRD
105511
SEC file #
801-113524
EIN
—
DBA names
—

Economics

AUM
$5.7M
AUM band
<$25M
AUM trajectory
'20'26
$11.1M → $5.7M▼ -49%
Client mix
Individuals Other18

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CHESTERFIELD MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
11/25/2025
ADV-W filed at
—
Website
stlfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNT, CASEY, DANIEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HUNT, CASEY, DANIEL
HUNT, TIMOTHY, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STLFP.COM
Rdap Domain Creation Date
1999-11-10T21:06:01Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket I98
Bracket Xi2
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-10T21:06:01Z
Rdap Domain Last Changed
2024-02-19T19:02:55Z
Rdap Nameservers
Ns3.worldnic.comNs4.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2787773
Trust Company Affiliate
No

People (4)

4
HUNT, CASEY, DANIEL
IAR · Direct Owner · 37.5%
2787773
HUNT, TIMOTHY, DAVID
IAR · Direct Owner · 37.5%
714168
THOMAS ANTHONY KIEFFER
Direct Owner · 37.5%
269086
MATTHEW JOSEPH JARRELL
IAR
5663687