Multi-Family OfficeRIA · CRD 106599SEC-Registered

Updated:

Plancorp

Plancorp was founded in 1983 by Certified Financial Planner Jeff Buckner in Saint Louis. Buckner built the firm from an independent advisory practice rather...

Plancorp logo

Plancorp

Plancorp was founded in 1983 by Certified Financial Planner Jeff Buckner in Saint Louis. Buckner built the firm from an independent advisory practice rather than inherited capital. The structure remains a multi-family office serving clients nationwide. The firm allocates across real estate, commodities, digital assets and philanthropic vehicles. It maintains exposure to listed holdings including Riot Platforms and Coeur Mining. Geographic reach stays within North America. Plancorp also provides investment committee services to external partners through its BrightPlan relationship. The firm reports 8,600 million dollars under management. It operates from its Saint Louis headquarters with no disclosed additional offices. Plancorp holds CEFEX certification for more than fifteen years and maintains NAPFA membership for its advisors. No operational events from the past twenty-four months appear in available records. Plancorp separates its advisory business from client capital through a traditional multi-family office mandate. The firm does not operate proprietary funds or external products beyond the listed ETF holdings.

General information

Firm type

Multi Family Office

Year founded

1983

Location

Region

North America

Country

United States

City

Saint Louis

Corporate office

Saint Louis, MO, United States

Principals

Chris Kerckhoff

President and CEO

Jeff Buckner

Partner Emeritus

Peter Lazaroff

Chief Investment Officer

Sector focus

EdTechReal EstateDigital Assets

Frequently asked questions

Who runs investment decisions at Plancorp?

Peter Lazaroff serves as Chief Investment Officer and leads investment strategy. Chris Kerckhoff oversees the firm as President and CEO.

How does Plancorp source proprietary deal flow?

The firm relies on its advisory relationships and long-standing network within North America. No public detail on exclusive sourcing channels exists.

Is Plancorp structured as a single family office or does it operate more like a venture firm?

Plancorp functions as a multi-family office. It does not pursue venture-style fund structures or external capital raises.

Does Plancorp participate in fund commitments or only direct deals?

The firm executes both direct holdings and listed product exposure. Specific fund commitments are not disclosed.

Where does the underlying wealth come from?

Wealth originates from professional advisory services built by founder Jeff Buckner starting in 1983.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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