PLANCORP, LLC
CRD #106599 SEC #801-20398 SAINT LOUIS, MO (636) 532-7824
SEC Registered
Total AUM
$7.3B
Discretionary
$6.7B
Employees
80
Clients
--
Accounts
6,711
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7.3B | $6.7B | $638.5M | 80 | 25 |
| Oct 2025 | $7.3B | $6.7B | $638.5M | 79 | 25 |
| Sep 2025 | $7.3B | $6.7B | $639.4M | 82 | 25 |
| Aug 2025 | $7.3B | $6.7B | $639.4M | 83 | 25 |
| Jun 2025 | $7.3B | $6.7B | $639.4M | 83 | 25 |
| Apr 2025 | $7.3B | $6.7B | $639.4M | 83 | 25 |
| Mar 2025 | $7.3B | $6.7B | $639.4M | 83 | 25 |
| Jun 2024 | $6.5B | $6.1B | $394.3M | 81 | 36 |
| Mar 2024 | $6.5B | $6.1B | $394.3M | 81 | 36 |
| Feb 2024 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| Aug 2023 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| Jun 2023 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| May 2023 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| May 2023 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| Mar 2023 | $5.5B | $5.3B | $276.9M | 76 | 45 |
| Nov 2022 | $6.1B | $5.7B | $344.9M | 68 | 28 |
| Sep 2022 | $6.1B | $5.7B | $344.9M | 68 | 28 |
| Jun 2022 | $6.1B | $5.7B | $344.9M | 68 | 28 |
| Mar 2022 | $6.1B | $5.7B | $344.9M | 68 | 28 |
| Feb 2022 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| Nov 2021 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| Jul 2021 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| May 2021 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| Apr 2021 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| Mar 2021 | $5.1B | $4.8B | $224.5M | 68 | 32 |
| Mar 2021 | $4.5B | $4.4B | $186.2M | 65 | 35 |
| Jul 2020 | $4.5B | $4.4B | $186.2M | 65 | 35 |
| Jun 2020 | $4.5B | $4.4B | $186.2M | 65 | 35 |
| Mar 2020 | $4.5B | $4.4B | $186.2M | 65 | 35 |
| Mar 2019 | $3.7B | $3.5B | $166.1M | 65 | 39 |
| Jan 2019 | $4B | $3.8B | $182.6M | 57 | 35 |
| Dec 2018 | $4B | $3.8B | $182.6M | 57 | 35 |
| Mar 2018 | $4B | $3.8B | $182.6M | 57 | 35 |
| Nov 2017 | $3.9B | $3.9B | $4.2M | 57 | 35 |
| Sep 2017 | $3.4B | $3.4B | $3.2M | 54 | 1,100 |
| Jul 2017 | $3.4B | $3.4B | $3.2M | 54 | 1,100 |
| Jun 2017 | $3.4B | $3.4B | $3.2M | 54 | 1,100 |
| Apr 2017 | $3.4B | $3.4B | $3.2M | 54 | 1,100 |
| Mar 2017 | $3.4B | $3.4B | $3.2M | 54 | 1,100 |
| Nov 2016 | $3B | $3B | $4.4M | 48 | 1,100 |
| Apr 2016 | $3B | $3B | $4.4M | 48 | 1,100 |
| Mar 2016 | $3B | $3B | $4.4M | 48 | 1,100 |
| Mar 2015 | $2.9B | $2.9B | $7M | 45 | 900 |
| Mar 2014 | $2.4B | $2.4B | $6.8M | 35 | 800 |
| Sep 2013 | $1.9B | $1.9B | $9.6M | 30 | 800 |
| Mar 2013 | $1.9B | $1.9B | $9.6M | 30 | 800 |
| Apr 2012 | $1.6B | $1.5B | $27.9M | 11 | 800 |
| Apr 2012 | $1.6B | $1.5B | $27.9M | 11 | 800 |
| Mar 2012 | $1.6B | $1.5B | $27.9M | 11 | 800 |
| Dec 2011 | $1.7B | $1.6B | $44.6M | 11 | 500 |
| Jul 2011 | $1.7B | $1.6B | $44.6M | -- | -- |
| May 2011 | $1.7B | $1.6B | $44.6M | -- | -- |
| Mar 2011 | $1.6B | $1.5B | $26.9M | -- | -- |
| Jul 2010 | $1.4B | $1.4B | $26.9M | -- | -- |
| Jul 2010 | $1.4B | $1.4B | $26.9M | -- | -- |
| Mar 2009 | $1.1B | $1.1B | $22M | -- | -- |
| Mar 2008 | $1.5B | $1.4B | $113.2M | -- | -- |
| Mar 2008 | $1.5B | $1.4B | $22.1M | -- | -- |
| Jan 2008 | $1.3B | $1.3B | $21.5M | -- | -- |
| Dec 2007 | $1.3B | $1.3B | $21.5M | -- | -- |
| Nov 2007 | $1.3B | $1.3B | $21.5M | -- | -- |
| Aug 2007 | $1.3B | $1.3B | $21.5M | -- | -- |
| Mar 2007 | $1.3B | $1.3B | $21.5M | -- | -- |
| Mar 2006 | $905.3M | $841.7M | $63.6M | -- | -- |
| Mar 2006 | $759.8M | $690.8M | $69M | -- | -- |
| Jan 2005 | $619.1M | $541.5M | $77.6M | -- | -- |
| Jan 2004 | $371.4M | $370.5M | $875.4K | -- | -- |
| Apr 2002 | $394.4M | $361.9M | $32.5M | -- | -- |
| Mar 2002 | $394.4M | $361.9M | $32.5M | 10 | -- |
| Mar 2002 | $355.6M | $354.7M | $866.1K | 10 | -- |
| Oct 2001 | $355.6M | $354.7M | $866.1K | 10 | -- |
| Aug 2001 | $355.6M | $354.7M | $866.1K | 10 | -- |
DateOct 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$638.5M
Employees80
Clients25
DateOct 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$638.5M
Employees79
Clients25
DateSep 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$639.4M
Employees82
Clients25
DateAug 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$639.4M
Employees83
Clients25
DateJun 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$639.4M
Employees83
Clients25
DateApr 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$639.4M
Employees83
Clients25
DateMar 2025
Total AUM$7.3B
Discretionary$6.7B
Non-Disc.$639.4M
Employees83
Clients25
DateJun 2024
Total AUM$6.5B
Discretionary$6.1B
Non-Disc.$394.3M
Employees81
Clients36
DateMar 2024
Total AUM$6.5B
Discretionary$6.1B
Non-Disc.$394.3M
Employees81
Clients36
DateFeb 2024
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateAug 2023
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateJun 2023
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateMay 2023
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateMay 2023
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateMar 2023
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$276.9M
Employees76
Clients45
DateNov 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$344.9M
Employees68
Clients28
DateSep 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$344.9M
Employees68
Clients28
DateJun 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$344.9M
Employees68
Clients28
DateMar 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$344.9M
Employees68
Clients28
DateFeb 2022
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateNov 2021
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateJul 2021
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateMay 2021
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateApr 2021
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateMar 2021
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$224.5M
Employees68
Clients32
DateMar 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$186.2M
Employees65
Clients35
DateJul 2020
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$186.2M
Employees65
Clients35
DateJun 2020
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$186.2M
Employees65
Clients35
DateMar 2020
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$186.2M
Employees65
Clients35
DateMar 2019
Total AUM$3.7B
Discretionary$3.5B
Non-Disc.$166.1M
Employees65
Clients39
DateJan 2019
Total AUM$4B
Discretionary$3.8B
Non-Disc.$182.6M
Employees57
Clients35
DateDec 2018
Total AUM$4B
Discretionary$3.8B
Non-Disc.$182.6M
Employees57
Clients35
DateMar 2018
Total AUM$4B
Discretionary$3.8B
Non-Disc.$182.6M
Employees57
Clients35
DateNov 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$4.2M
Employees57
Clients35
DateSep 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3.2M
Employees54
Clients1,100
DateJul 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3.2M
Employees54
Clients1,100
DateJun 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3.2M
Employees54
Clients1,100
DateApr 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3.2M
Employees54
Clients1,100
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3.2M
Employees54
Clients1,100
DateNov 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$4.4M
Employees48
Clients1,100
DateApr 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$4.4M
Employees48
Clients1,100
DateMar 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$4.4M
Employees48
Clients1,100
DateMar 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$7M
Employees45
Clients900
DateMar 2014
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$6.8M
Employees35
Clients800
DateSep 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$9.6M
Employees30
Clients800
DateMar 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$9.6M
Employees30
Clients800
DateApr 2012
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.9M
Employees11
Clients800
DateApr 2012
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.9M
Employees11
Clients800
DateMar 2012
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.9M
Employees11
Clients800
DateDec 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$44.6M
Employees11
Clients500
DateJul 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$44.6M
Employees--
Clients--
DateMay 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$44.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$26.9M
Employees--
Clients--
DateJul 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.9M
Employees--
Clients--
DateJul 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$26.9M
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22M
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$113.2M
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$22.1M
Employees--
Clients--
DateJan 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees--
Clients--
DateDec 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees--
Clients--
DateNov 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees--
Clients--
DateAug 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees--
Clients--
DateMar 2006
Total AUM$905.3M
Discretionary$841.7M
Non-Disc.$63.6M
Employees--
Clients--
DateMar 2006
Total AUM$759.8M
Discretionary$690.8M
Non-Disc.$69M
Employees--
Clients--
DateJan 2005
Total AUM$619.1M
Discretionary$541.5M
Non-Disc.$77.6M
Employees--
Clients--
DateJan 2004
Total AUM$371.4M
Discretionary$370.5M
Non-Disc.$875.4K
Employees--
Clients--
DateApr 2002
Total AUM$394.4M
Discretionary$361.9M
Non-Disc.$32.5M
Employees--
Clients--
DateMar 2002
Total AUM$394.4M
Discretionary$361.9M
Non-Disc.$32.5M
Employees10
Clients--
DateMar 2002
Total AUM$355.6M
Discretionary$354.7M
Non-Disc.$866.1K
Employees10
Clients--
DateOct 2001
Total AUM$355.6M
Discretionary$354.7M
Non-Disc.$866.1K
Employees10
Clients--
DateAug 2001
Total AUM$355.6M
Discretionary$354.7M
Non-Disc.$866.1K
Employees10
Clients--