LARSON FINANCIAL GROUP LLC

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Larson Financial Group is based out of Chesterfield. Larson Financial Group is a large advisory firm with 3456 clients and discretionary assets under management (AUM) of $833,514,726 (Form ADV from 2017-08-01). Their last reported 13F filing for Q2 2020 included $210,384,000 in managed 13F securities and a top 10 holdings concentration of 42.24%. Larson Financial Group's largest holding is SPDR S&P 600 Small Cap Value ETF with shares held of 288,703. Whalewisdom has at least 12 13F filings

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06/30/2020

13F Activity

  • Market Value $210.384 Million
  • Prior Market Value $159.887 Million
  • New Purchases179 stocks
  • Additional Purchases243 stocks
  • Sold out of36 stocks
  • Reduced holdings in86 stocks
  • Top 10 Holdings % 42.24 %
  • Turnover % [1]:28.18%
  • Turnover Alt % [2]: 17.95 %
  • Time Held Top20:6.15 quarters
  • Time Held Top10:7.90 quarters
  • Time Held All:4.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.64%
Performance Last 4 Quarters: -8.36%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LARSON FINANCIAL GROUP, LLC
1015 CORPORATE SQUARE DR. SUITE 300
SAINT LOUIS MO    63132
Country: United States

Business Phone: 314.787.7436
Fax: 314.787.7433
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 157
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 344,110,000
Total Number of Clients: 3456
Amount of client funds and securities by related persons: 3,034,500
Total Number of clients from related persons: 17
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2020-06-19
Name Title Start Date Direct/Indirect % Ownership
LARSON FINANCIAL HOLDINGS, LLC OWNER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC OWNER direct 2011-12-01
MILLER, RANDY, SCOTT CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
WIENS, COLIN, GREGORY PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2020-01-01
LARSON, PAUL, DOUGLAS MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
BELDNER, TIMOTHY, SCOTT MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01
BURCH, THOMAS, E MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
FERRARA, ANTHONY, JOSEPH MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
FRIEDOW, FORREST, MICHAEL MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
FRITH II, RICHARD, REID MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
LARSON WEALTH PARTNERS, LLC PRESIDENT direct 2020-05-01
FROST, WILLIAM, EDWARD MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
FURLONG, BRANDON, MICHAEL MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
WIENS, COLIN, GREGORY MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2020-01-01
YOHE, DERRICK, ALAN MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01
ARCHBOLD, DARIN, DEAN MEMBER LARSON FINANCIAL HOLDINGS, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2019-01-01

LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2020-03-13
Name Title Start Date Direct/Indirect % Ownership

LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2019-11-27
Name Title Start Date Direct/Indirect % Ownership
LARSON FINANCIAL HOLDINGS, LLC OWNER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC OWNER direct 2011-12-01
LARSON, PAUL, DOUGLAS CEO 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
MILLER, RANDY, SCOTT CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL FINANCIAL OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL OPERATIONS OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
LARSON, PAUL, DOUGLAS MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
BELDNER, TIMOTHY, SCOTT MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01
WHIPP, JACOB, JOHN MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01

LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
LARSON FINANCIAL HOLDINGS, LLC OWNER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC OWNER direct 2011-12-01
LARSON, PAUL, DOUGLAS CEO 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
MILLER, RANDY, SCOTT CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL FINANCIAL OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL OPERATIONS OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
LARSON, PAUL, DOUGLAS MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
BELDNER, TIMOTHY, SCOTT MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01
WHIPP, JACOB, JOHN MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01

LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2018-11-30
Name Title Start Date Direct/Indirect % Ownership
LARSON FINANCIAL HOLDINGS, LLC OWNER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC OWNER direct 2011-12-01
LARSON, PAUL, DOUGLAS CEO 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
MILLER, RANDY, SCOTT INTERIM CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL FINANCIAL OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
MILLER, RANDY, SCOTT PRINCIPAL OPERATIONS OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC INTERIM CHIEF COMPLIANCE OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL FINANCIAL OFFICER direct 2018-10-01
LARSON FINANCIAL GROUP, LLC PRINCIPAL OPERATIONS OFFICER direct 2018-10-01
LARSON, PAUL, DOUGLAS MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
BELDNER, TIMOTHY, SCOTT MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01
WHIPP, JACOB, JOHN MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01

LARSON FINANCIAL GROUP, LLC

ownership team - last updated 2017-12-26
Name Title Start Date Direct/Indirect % Ownership
LARSON FINANCIAL HOLDINGS, LLC OWNER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC OWNER direct 2011-12-01
STANDEFORD, GREGORY, J CLO 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC CLO direct 2013-01-01
LARSON, PAUL, DOUGLAS CEO 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
CERVANTES, STEVEN, MARK CHIEF COMPLIANCE OFFICER 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOOTHILL SECURITIES, INC. CCO direct 2014-05-01
LARSON, PAUL, DOUGLAS MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2006-05-01
LARSON FINANCIAL GROUP, LLC PRESIDENT / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC CEO / MANAGING MEMBER direct 2006-05-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CEO direct 2017-07-01
MARTIN, THOMAS, SCOTT MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2011-12-01
LARSON FINANCIAL GROUP, LLC CHIEF EXECUTIVE OFFICER direct 2015-12-01
LARSON FINANCIAL GROUP, LLC PRESIDENT direct 2015-12-01
BELDNER, TIMOTHY, SCOTT MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01
WHIPP, JACOB, JOHN MANAGING MEMBER LARSON FINANCIAL HOLDINGS, LLC 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
LARSON FINANCIAL GROUP, LLC MEMBER indirect 2015-07-01
LARSON FINANCIAL GROUP, LLC MANAGING MEMBER indirect 2015-07-01

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