LARSON FINANCIAL GROUP, LLC

CRD

140599

SEC file #

801-71543

EIN

204773945

DBA names

—

Economics

AUM

$5.48B

AUM band

$1B+

AUM trajectory

'20 · $1.11B

'21 · $1.31B

'22 · $2.20B

'23 · $2.20B

'25 · $4.03B

'26 · $5.48B

'20'26

$1.11B → $5.48B▲ +393%

sec adv history

Client mix

Individuals Other	3,218
Individuals High Net Worth	1,719
Pension Profit Sharing Plans	13
Corporations	6
Charitable Organizations	5

Operations

Employees (total)

131

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 37 advisors

'21 · 45 advisors

'22 · 58 advisors

'23 · 58 advisors

'25 · 57 advisors

'26 · 68 advisors

'20'26

37 advisors → 68 advisors▲ +84%

sec adv history

Primary office

SAINT LOUIS MO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/13/2026

linkedin.com/company/larson-financial(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

LARSON FINANCIAL HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LARSON FINANCIAL HOLDINGS, LLC

MILLER, RANDY, SCOTT

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:larson.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

464

Form 5500 Total Compensation

505,455

Form 5500 Compensation Trajectory 3y

2025	471,417
2026	34,038
2024	0

Form 5500 Plan Count Trajectory 3y

2025	23
2024	1
2026	1

Schedule C Total Compensation

505,455

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001731061

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-13

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001104659-26-061944

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

100 N BROADWAYSUITE 1700ST LOUIS, MO 63102

Business

100 N BROADWAYSUITE 1700ST LOUIS, MO 63102

Edgar EIN

204773945

Edgar Recent Filings

13F-HR2026-05-15 · 0001104659-26-061944

13F-HR2026-02-06 · 0001104659-26-011251

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (51)

MILLER, RANDY, SCOTT

4798775

COLIN GREGORY WIENS

Executive Officer · 2.5%

5841752

Jason Michael Schuhmacher

BRANDON LAMAR BARFIELD

James Donald Trebisovsky

7624538

BRANDON MICHAEL FURLONG

ANDREA MEGAN FLETCHER

Blake David Bredensteiner

5552803

6960756

Elizabeth Rose Tuinstra

Joshua Thomas Lochstampfor

7350153

LARSON, PAUL, DOUGLAS

4422245

Jonathan Paul Krueger

RICHARD REID FRITH II

5153336

BEDFORD JONATHON OTEY

6503547

KENNETH WALTER STILLINGS

Andrew James Shuldheisz

BRADY KENNETH PETERSEN