# Plancorp

Plancorp is a Multi Family Office based in Saint Louis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Saint Louis, United States
- **Region:** North America
- **Address:** Saint Louis, MO, United States
- **Founded:** 1983
- **Assets under management:** 8600 (Altss estimate)
- **Website:** plancorp.com
- **LinkedIn:** https://www.linkedin.com/company/plancorp-wealth-management

## Regulatory record

- **CRD number:** 106599
- **SEC file number:** 801-20398
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106599

## About

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.

## Sectors

- EdTech
- Real Estate
- Digital Assets

## People

- Chris Kerckhoff — President and CEO
- Jeff Buckner — Partner Emeritus
- Peter Lazaroff — Chief Investment Officer

## 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.

### 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.

## Related profiles

- [Tavistock Group](https://altss.com/profile/tavistock-group-joe-lewis-family-office)
- [Atag Family Office](https://altss.com/profile/atag-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plancorp-llc

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