Investment adviser · CRD 317916
25 FINANCIAL
Investment adviser filing (IA)
25, LLC
SAINT LOUIS, MO, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $545M Form ADV · Item 5.F
- Client accounts
- 3,075 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 250 | $478,500,000 | 87.8% |
| Individuals | 255 | $66,000,000 | 12.1% |
| Charities | Fewer than 5 | $500,000 | 0.1% |
Filing source
Form ADV 2106487 · May 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
135 WEST ADAMS AVENUESAINT LOUIS, MO, 63122, United States
CRD 317916
Filing source
Form ADV 2106487 · May 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.