PLANCORP LLC Overview

Plancorp Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 45 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 157MM in positions, representing 5% of the manager's regulatory AUM.

PLANCORP LLC StockAlpha

-6.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PLANCORP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCZ 10.48% ETF -3.8% -0.8% 1 4%
EMR 8.02% Industrials 6.68% -0.26% 0 12%
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FEATURED IN
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PLANCORP LLC Founders and Key Employees

Name Title In Position Since
Jeffrey T. Buckner Chairman, Chief Investment Officer And Board Member July-2010
Steven N. Frank Vice Chairman And Board Member July-2010
Lawrence J. Legrand Vice Chairman, Chief Financial Officer And Board Member July-2010
J. C. Kerckhoff President And Board Member July-2010
Peter A. Mallouk Board Member December-2011
Harry C. Frazier Chief Compliance Officer And Wealth Manager March-2013
Wesley W. Garton Chief Administrative Officer December-2014

PLANCORP LLC Brokers, Custodians, Auditors and Administrators

Type Company

PLANCORP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss..............................14

Item 9. ...
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PLANCORP LLC Portfolio Concentration

PLANCORP LLC Location

540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS, Missouri
UNITED STATES, 63141-5829

PLANCORP LLC Contact Information

Phone Number: 636-532-7824
Fax Number: 636-532-0274
Website:

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