# OLIVE STREET INVESTMENT ADVISERS, LLC

OLIVE STREET INVESTMENT ADVISERS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 166710
- Type: SEC-registered investment adviser
- SEC file number: 801-77754
- Location: 12555 MANCHESTER ROAD, ST. LOUIS, MO, 63131
- Phone: 314-515-2000
- Latest filing: 2026-03-26
- Regulatory AUM: $203.8B
- Discretionary AUM: $203.8B
- Clients: 232
- Accounts: 13

## Business model

- Compensation: % of AUM, Other
- Clients served: Charities

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Alan J Herzog | CHIEF COMPLIANCE OFFICER | — |
| Linda Dianne Bannister | PRESIDENT | — |
| Robert Toner | SECRETARY | — |
| Aaron Dale Albritton | TREASURER | — |
| Thomas Christopher Kersting | PRESIDENT | — |
| Lisa Murphy Bertain | SECRETARY | — |
| Colette Marie Kantouth | TREASURER | — |
| WEDDLE JAMES DONALD | PRESIDENT | — |
| BEE STEPHEN TODD | CHIEF COMPLIANCE OFFICER | — |
| BASTIEN KEVIN DWAYNE | TREASURER | — |
| TRICARICO JAMES A | SECRETARY | — |
| FIALA WILLIAM ELLIOTT | VICE PRESIDENT | — |
| SEIFERT STEPHEN RICHARD | VICE PRESIDENT | — |
| ROBSON RYAN TIMOTHY | PRESIDENT | — |
| LUEBBERT BRYAN JOSEPH | VICE PRESIDENT | — |
| Besmer Michael Joseph | TREASURER | — |
| MCCLOUD LYNETTE D | SECRETARY | — |
| HERZOG ALAN J | CHIEF COMPLIANCE OFFICER | — |
| KERSTING THOMAS CHRISTOPHER | PRESIDENT | — |
| Albritton Aaron Dale | TREASURER | — |
| BERTAIN LISA MURPHY | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166710/similar
- Related entities: https://search.stillhousedata.com/firm/166710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166710

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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.