PLANCORP, LLC

CRD

106599

SEC file #

801-20398

EIN

272717447

DBA names

—

Economics

AUM

$9.94B

AUM band

$1B+

AUM trajectory

'20 · $3.67B

'21 · $4.54B

'22 · $5.07B

'23 · $6.08B

'25 · $7.29B

'26 · $9.94B

'20'26

$3.67B → $9.94B▲ +171%

sec adv history

Client mix

Individuals High Net Worth	1,237
Individuals Other	1,008
Pension Profit Sharing Plans	85
Charitable Organizations	37

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 49 advisors

'21 · 46 advisors

'22 · 49 advisors

'23 · 49 advisors

'25 · 39 advisors

'26 · 48 advisors

'20'26

49 advisors → 48 advisors▼ -2%

sec adv history

Primary office

SAINT LOUIS MO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/16/2026

facebook.com/plancorpllc#(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TRIA ASSET HOLDINGS E, LLC

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

TRIA ASSET HOLDINGS E, LLC

CYNOSURE PARTNERS 2020, LP

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

158

Form 5500 Total Compensation

148,951

Form 5500 Compensation Trajectory 3y

2025	148,951
2024	0

Form 5500 Plan Count Trajectory 3y

2025	4
2024	1

Schedule C Total Compensation

148,951

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001599579

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-02-11

Edgar Last Filing Date

2026-04-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-14

Accession0001754960-26-000252

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

540 MARYVILLE CENTRE DRIVESUITE 105SAINT LOUIS, MO 63141

Business

540 MARYVILLE CENTRE DRIVESUITE 105SAINT LOUIS, MO 63141

Edgar EIN

272717447

Edgar Recent Filings

13F-HR2026-04-14 · 0001754960-26-000252

13F-HR2026-02-05 · 0001754960-26-000156

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

KERCKHOFF, J., CHRISTOPHER

People (57)

IAR · Executive Officer · 2.5%

4553424

KING, BRIAN, MATTHEW

IAR · Executive Officer · 2.5%

5557679

DE BEER, MARTHIN, FREDERICK

6688800

ESSON, MICHAEL, LEO

4525882

GARTON, WESLEY, WARREN

GRELLE, KATHERINE (KASEY),

2958917

6475209

MUIRHEAD, BRANDON, KIETH

5565227

ROBINS, BENJAMIN, JOHN

7454490

SASTRY, JOHN, JOSEPH

4372867

SEGAL, SPENSER, HAYWARD

7715596

Smith, Jeff