SourcingSourcing

DUNCKER, STREETT & CO., LLC

B54
CRD 110828·SEC 801-58224·ST. LOUIS, MO
AUM
$707.3M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DUNCKER, STREETT & CO., LLC
CRD
110828
SEC file #
801-58224
EIN
—
DBA names
Duncker Streett & Co.

Economics

AUM
$707.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$483.1M → $707.3M▲ +46%
Client mix
Individuals High Net Worth94
Individuals Other71
Charitable Organizations6
Pension Profit Sharing Plans2

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
dunckerstreett.com

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEALTHTRUST ACQUISITION, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
WEALTHTRUST ACQUISITION, LLC
ECS INVESTMENTS, LLC
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
DUNCKERSTREETT.COM
Rdap Domain Creation Date
2000-12-22T22:27:18Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

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 (13)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-22T22:27:18Z
Rdap Domain Last Changed
2026-05-14T17:10:29Z
Rdap Nameservers
Ns-1417.awsdns-49.orgNs-1912.awsdns-47.co.ukNs-383.awsdns-47.comNs-665.awsdns-19.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
MINEMAN, JAMES, ERIC
IAR · Executive Officer · 2.5%
2683426
DANIELS, TERRY, ALAN
IAR · Executive Officer · 2.5%
2612407
Dunne, Patrick, James
Executive Officer · 2.5%
2387232
BERG, DANIEL, JEREMY
Executive Officer · 2.5%
6146365