DETALUS ADVISORS, LLC

CRD

117958

SEC file #

801-61481

EIN

431926306

DBA names

—

Economics

AUM

$2.22B

AUM band

$1B+

AUM trajectory

'20 · $2.19B

'21 · $514.3M

'22 · $655.2M

'23 · $772.2M

'25 · $928.4M

'26 · $2.22B

'20'26

$2.19B → $2.22B▲ +2%

sec adv history

Client mix

Individuals Other	530
Individuals High Net Worth	134
Charitable Organizations	19
Pension Profit Sharing Plans	17
Corporations	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 13 advisors

'21 · 12 advisors

'22 · 10 advisors

'23 · 9 advisors

'25 · 10 advisors

'26 · 10 advisors

'20'26

13 advisors → 10 advisors▼ -23%

sec adv history

Primary office

ST. LOUIS MO

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/19/2026

ADV-W filed at

—

Website

detalus.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

GRAHAM, RANDALL, TALBOTT

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

GRAHAM, RANDALL, TALBOTT

LEWIS, CLINTON, JAMES

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

Rdap Domain

DETALUS.COM

Rdap Domain Creation Date

2005-07-17T05:45:54Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

106,978

Form 5500 Compensation Trajectory 3y

2025

106,978

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

106,978

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001799677

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-13

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0001799677-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

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

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

383 MARSHALL AVENUEST. LOUIS, MO 63119

Business

383 MARSHALL AVENUEST. LOUIS, MO 63119

Edgar EIN

431926306

Edgar Recent Filings

13F-HR2026-04-22 · 0001799677-26-000003

13F-HR2026-02-03 · 0001799677-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-17T05:45:54Z

Rdap Domain Last Changed

2025-07-18T17:08:10Z

Rdap Nameservers

Ns09.domaincontrol.comNs10.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5194039

Trust Company Affiliate