SourcingSourcing

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

B51
CRD 106999·SEC 801-112870·CHESTERFIELD, MO
AUM
$234.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$702K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD
106999
SEC file #
801-112870
EIN
431740232
DBA names
—

Economics

AUM
$234.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$113.9M → $234.0M▲ +105%
Client mix
Individuals Other446

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
CHESTERFIELD MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
—

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
2
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001966171
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-17
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0001214659-26-004383

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Axos Advisor Services2
Edgar Addresses
Mailing
16091 SWINGLEY RIDGE ROAD, SUITE 345CHESTERFIELD, MO 63017
Business
16091 SWINGLEY RIDGE ROAD, SUITE 345CHESTERFIELD, MO 63017
Edgar EIN
431740232
Edgar Recent Filings
13F-HR2026-04-07 · 0001214659-26-004383
13F-HR2026-01-07 · 0001214659-26-000216
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2787773
Trust Company Affiliate
No

People (3)

3
HUNT, CASEY, DANIEL
IAR · Direct Owner · 37.5%
2787773
HUNT, TIMOTHY, DAVID
IAR · Direct Owner · 37.5%
714168
MATTHEW JOSEPH JARRELL
IAR
5663687