SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
25 Financial
Saint Louis, MO
25, LLC, CRD 317916
Firm filing updated May 19, 2026 ·
- $545MAssets
- 8Advisory staff
- 3,075Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Individuals255
- High net worth individuals250
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 255 | $66.0 million |
| High net worth individuals | 250 | $478.5 million |
| Charitable organizations | Fewer than 5 clients | $500,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$545.0 million
- Accounts3,075
- Discretionary$492.0 million · 2,400 accounts
- Non-discretionary$53.0 million · 675 accounts
People
- Employees19
- Advisory staff8
- Broker-dealer reps4
- Licensed insurance agents8
- Planning clients0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: 25, LLC SEC-registered investment advisor. CRD 317916, SEC file 801-123213.
- Registered with the SEC as an investment advisor (status date on record: February 11, 2022).
Is 25 Financial a fiduciary?
Short answer: 25 Financial is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 4 staff are broker-dealer representatives and the firm is itself a registered representative of a broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
8 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.