Alexander Labrunerie & Co., Inc. (Columbia)

Alexander Labrunerie & Co., Inc. is a large advisory firm based in Columbia. It manages $197.39 million of regulatory assets for 1,959 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.

Alexander Labrunerie & Co. provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alexander Labrunerie & Co.: assets under management

The assets under management (AUM) of Alexander Labrunerie & Co., Inc. is $197.39 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $194.87 million in discretionary accounts and $2.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $841.34 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 76% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alexander Labrunerie & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alexander Labrunerie & Co. serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Alexander Labrunerie & Co. is high net worth individuals with 926 clients and $139.73 million of assets under management. Among the 9 most similar advisory firms, Alexander Labrunerie & Co. has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $197.39 million for 1,959 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Alexander Labrunerie & Co. doesn't advise any private funds.

Careers at Alexander Labrunerie & Co., Inc.

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Fernand Labrunerie	President, chief compliance officer (07/2016)	1 Nov 1995	75% - 100%	2247183
Leann Marie Knuth	10% owner	1 Mar 2015	Other	5855515

Based in Columbia

The principal office where Alexander Labrunerie & Co., Inc. performs its advisory services is located at 601 Nifong Blvd., Columbia, MO 65203 6804, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 573-449-5313 or by fax 573-449-8101. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.