# PLANCORP, LLC

PLANCORP, LLC of SAINT LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 106599
- Type: SEC-registered investment adviser
- SEC file number: 801-20398
- Location: 540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO, 63141-5829
- Phone: (636) 532-7824
- Latest filing: 2026-08-04
- Regulatory AUM: $9.9B
- Discretionary AUM: $8.8B
- Non-discretionary AUM: $1.2B
- Clients: 112
- Accounts: 9,001

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (59)

_Showing 25 of 59 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeff Smith | COO | Boulder, CO |
| J. Christopher Kerckhoff | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER; TRUSTEE | Boca Raton, FL |
| Frank Norman | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE CHAIRMAN AND BOARD MEMBER (+3 more) | New York, NY |
| Robinson B George | ELECTED MANAGER | Santa Monica, CA |
| Benjamin John Robins | ELECTED MANAGER; MEMBER | — |
| Yvonne Nadinne Kanner | MEMBER | — |
| Steven Edward Cortez | MEMBER | — |
| Lisa Ellen Eccles | DIRECTOR | — |
| Spencer Fox Eccles | DIRECTOR | — |
| Spenser Hayward Segal | MANAGER | — |
| Wesley Warren Garton | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | — |
| Marthin Frederick De Beer | ELECTED MANAGER | — |
| Brian Matthew King | TRUSTEE; VICE CHAIRMAN AND ELECTED MANAGER | — |
| Anna Elizabeth King | TRUSTEE | — |
| Harry Chad Frazier | TRUSTEE | — |
| Christina Steuby Frazier | TRUSTEE | — |
| Brian Louis Wiedermann | SOLE SHAREHOLDER | — |
| Robert Maurice Graham | DIRECTOR | — |
| Jessica Ann Kerckhoff | TRUSTEE | — |
| Michael Leo Esson | CHIEF INFORMATION SECURITY OFFICER | — |
| Katherine (Kasey) Carrington Joyce Grelle | MANAGER | — |
| John Joseph Sastry | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL; CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | — |
| Brandon Kieth Muirhead | ELECTED MANAGER OF CYNOSURE | — |
| BUCKNER JEFFREY TRAVIS | CHAIRMAN AND CHIEF INVESTMENT OFFICER; CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER; CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER (+1 more) | — |
| LEGRAND LAWRENCE JOHN | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER (+4 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106599/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106599/similar
- Related entities: https://search.stillhousedata.com/firm/106599/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106599

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.