SourcingSourcing

ALEXANDER LABRUNERIE & CO., INC.

C40
CRD 117153·SEC 801-108708·COLUMBIA, MO
AUM
$618.9M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$14.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALEXANDER LABRUNERIE & CO., INC.
CRD
117153
SEC file #
801-108708
EIN
—
DBA names
—

Economics

AUM
$618.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$197.4M → $618.9M▲ +214%
Client mix
Individuals Other880
Individuals High Net Worth304
Charitable Organizations2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
COLUMBIA MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
labrunerie.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LABRUNERIE, ALEXANDER, FERNAND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LABRUNERIE, ALEXANDER, FERNAND
RODABAUGH, BRET, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
LABRUNERIE.COM
Rdap Domain Creation Date
1996-10-29T05:00:00Z
Rdap Firm Age Years
30
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 (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-28T04:00:00Z
Rdap Domain Last Changed
2025-08-29T07:11:41Z
Rdap Nameservers
Ns95.worldnic.comNs96.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2247183
Trust Company Affiliate
No

People (4)

4
LABRUNERIE, ALEXANDER, FERNAND
IAR · Direct Owner · 87.5%
2247183
RODABAUGH, BRET, ALLEN
IAR · Direct Owner · 17.5%
6405579
WILBERS, LESLIE, ANNE
IAR · Direct Owner · 17.5%
5967073
ANDREW PETER O'CONNOR
IAR
2189035