St. Louis Financial Planners Asset Management, Llc
- Regulatory AUM
- $234M
- Discretionary
- $234M
- Clients
- 446
- Avg AUM / client
- $525K
- Accounts
- 1,145
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 446 | $234M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy David Hunt | President | CFP | Mar 1996 (30y) | 25% – 50% |
| Casey Daniel Hunt | Vice President/Chief Compliance Officer | CFP | Oct 1997 (29y) | 25% – 50% |
| Matthew Joseph Jarrell | Registered representative | CFP | Jun 2017 (9y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Axos Clearing $188M (81% of AUM) Jan 2026
- E*TRADE (Morgan Stanley) $114M (88% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗