RIA Intel›Advisers›Missouri›LASTING MARK RETIREMENT GROUP LLC

LASTING MARK RETIREMENT GROUP LLC

Advisory

SPRINGFIELD, MO

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in MO
#277
of 342 advisers by AUM
Average account
$100K
across 864 accounts
AUM per adviser
$11M
8 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM
$86M
Discretionary %
95.4%
Clients
864
Employees
8

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$86M
Discretionary AUM$82M
Non-Discretionary AUM$4M
Discretionary %95.4%
Total Clients864
Team
Total Employees8
Investment Advisers8
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In10 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

PHOENIX ASSET MANAGEMENT INC
ST. LOUIS, MO
$88M
-2.5% 1Y
BRISTOL FINANCIAL LLC
CLAYTON, MO
$84M
PARADIGM WEALTH ADVISORS, LLC
DES PERES, MO
$83M
+11.1% 1Y
EIDELMAN VIRANT CAPITAL
ST LOUIS, MO
$83M
-73.0% 1Y
TREND MANAGEMENT, INC.
SPRINGFIELD, MO
$83M
BLAICOL CAPITAL MANAGEMENT, LLC
SPRINGFIELD, MO
$90M

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