SourcingSourcing

MERAMEC FINANCIAL PLANNERS, LLC

C41
CRD 335112·SEC 801-132213·CLAYTON, MO
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERAMEC FINANCIAL PLANNERS, LLC
CRD
335112
SEC file #
801-132213
EIN
333225690
DBA names
—

Economics

AUM
$1.13B
AUM band
$1B+
AUM trajectory
'25'26
$1.28B → $1.13B▼ -12%
Client mix
Individuals High Net Worth248
Individuals Other202
Pension Profit Sharing Plans24

Operations

Employees (total)
16
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
CLAYTON MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/18/2026
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
BAHR, JULIE, ELIZABETH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BAHR, JULIE, ELIZABETH
MICHALAK, CHRISTOPHER, ROBERT
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
0002100778
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002100778-26-000002

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
7911 FORSYTH BLVD.SUITE 200SAINT LOUIS, MO 63105
Business
7911 FORSYTH BLVD.SUITE 200SAINT LOUIS, MO 63105
Edgar EIN
333225690
Edgar Recent Filings
13F-HR2026-04-27 · 0002100778-26-000002
13F-HR2026-02-10 · 0002100778-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3043047
Trust Company Affiliate
No

People (7)

7
BAHR, JULIE, ELIZABETH
IAR · Direct Owner · 37.5%
3043047
MICHALAK, CHRISTOPHER, ROBERT
IAR · Direct Owner · 37.5%
2928683
RICHERT, KELLY, ANN
IAR · Direct Owner · 37.5%
2616722
JENNIE KLOSTER HELM
IAR
4814632
Amy Borkowski Baker
IAR
7706549
Laura Elizabeth Paulsell
IAR
4857051
SARAH JANE PINKLEY
IAR
4765832