Larson Financial Group, LLC

Registered investment adviser · St. Louis, MO · CRD #140599

Form ADV data as of 2026-09-01

Regulatory assets

$5.48 billion

Total accounts

25,926

Employees

131

Disclosure events

Firm details

Website: https://www.linkedin.com/company/larson-financial
Telephone: 866.569.2450
SEC file number: 801-71543
Most recent Form ADV filing: 2026-03-13
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.84 billion
Non-discretionary regulatory assets under management	$639.4 million
Total regulatory assets under management	$5.48 billion
Discretionary accounts	22,722
Non-discretionary accounts	3,204
Total accounts	25,926
Regulatory assets under management attributable to non-U.S. persons	$417,678

People

Total employees (excluding clerical)	131
Employees performing investment advisory functions (including research)	68
Employees who are registered representatives of a broker-dealer	68
Employees registered as investment adviser representatives with a state	68
Employees registered as IARs for another investment adviser	2
Employees who are licensed insurance agents	65
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$560.0 million
Clients for whom the firm has custody	1,316
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$2.7 million
Clients for whom a related person has custody	12
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmInsurance company or agencyPension consultantReal estate broker or dealerSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,218	$1.01 billion
High net worth individuals	1,719	$4.43 billion
Pension and profit sharing plans (not the participants or government plans)	13	$15.5 million
Charitable organizations	5	$26.7 million
Corporations or other businesses not listed above	6	$950,343