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1926 Investment Advisors, LLC (St. Louis)


1926 Investment Advisors, LLC is a large advisory firm based in St. Louis. It manages $109.66 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Missouri.




1926 Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

1926 Investment Advisors: assets under management

The assets under management (AUM) of 1926 Investment Advisors, LLC is $109.66 million. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108.64 million in discretionary accounts and $1.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $816.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $204.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 1926 Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Louis

The principal office where 1926 Investment Advisors, LLC performs its advisory services is located at 75 West Lockwood Avenue, St. Louis, MO 63119, 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 314-963-1926 or by fax 314-334-0947. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.


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