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Alexander Labrurerie & Co., Inc.

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Client assets under management

$618,575,570

Clients

1,184

26% high-net worth

Advisors

3

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

395

Very High

Average account size

$522,446

About

Alexander LaBrunerie & Co., Inc. provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, corporations, pension and profit‑sharing plans, and charitable organizations, and also offers financial planning (“Financial Portraits”), retirement plan consulting, and limited consulting engagements. The firm manages accounts on both discretionary and non‑discretionary bases and implements plans only after a signed Investment Advisory Agreement.

The firm’s investment process combines cyclical and fundamental analysis and typically pursues long‑term holdings across equities, ETFs, mutual funds, fixed income, REITs and, when appropriate, alternative and impact/ESG investments; allocation and ongoing supervision are tailored to each client’s profile, time horizon, and stated objectives. Account monitoring, periodic reviews, and coordination with clients’ other advisors are part of the firm’s financial planning and implementation services.

A few features set the firm apart from many peers: it reports a relatively large client base (1,184 clients) served by three advisors, reflecting a high client‑per‑advisor ratio; several investment adviser representatives are also registered representatives of Saxony Securities, Inc., and the brochure discloses the resulting broker‑dealer relationships, commission activity and potential conflicts of interest. The firm also describes use of Promoters for client referrals, relies on third‑party research providers such as yCharts and Standard & Poor’s and outsourced reporting technology (Advyzon), and its materials include performance presentations and third‑party ratings and related marketing disclosures that are less common among similar team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,999,999.99: 1.00% $2,000,000 - $2,499,999.99: 0.85% $2,500,000 - $4,999,999.99: 0.75% $5,000,000+: 0.50%

Commissions

Some IARs are registered representatives of a broker-dealer and may earn commissions for effecting securities transactions and insurance sales

Project-based

Financial Portrait fee $200/hour; consulting fees vary from $200-$500 per hour

Other

Fee-only: Financial Portrait fee $200/hour or complimentary if assets under management are greater than $250,000; consulting fees $200-$500 per hour; retirement plan consulting fees negotiated and disclosed in agreements

Main office location

Alexander Labrurerie & Co., Inc.

601 Nifong Blvd., Suite 3 B

Columbia MO 65203-6804, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Louisiana · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Carolina · Oregon · Pennsylvania · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bret R

CFP®, Series 63, Series 65

Columbia, MO

Alexander Labrurerie & Co., Inc.

Bret Rodabaugh is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Alexander LaBrunerie & Co., Inc. He has worked at Saxony Securities, Inc. and Labrunerie Financial Services Inc. Rodabaugh is also a board member of the Missouri Symphony, contributing to nonprofit oversight and guidance. Alexander LaBrunerie & Co., Inc. is a registered investment adviser managing over $525 million in assets. The firm serves individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations, using tailored investment plans focused on long-term strategies and a mix of fundamental and cyclical analysis.

Wealth management Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

Alexander L

Series 63, Series 66

Columbia, MO

Alexander Labrurerie & Co., Inc.

Alexander Labrunerie is a financial advisor with Alexander LaBrunerie & Co., Inc. in Columbia, MO, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has worked at Saxony Securities, Inc. since 2023 and has been with Alexander LaBrunerie & Co. since 1995. Outside of his advisory role, Labrunerie serves as Treasurer and Board Member of the Columbia Community Land Trust and co-owns a Jimmy John’s franchise in Warrensburg, MO. Alexander LaBrunerie & Co., Inc. provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and limited-scope consulting to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a team of five advisors and manages over $525 million in assets, using a combination of fundamental and cyclical analysis focused on long-term investment strategies.

Wealth management Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

Leslie W

Series 63, Series 66

Columbia, MO

Alexander Labrurerie & Co., Inc.

Leslie Wilbers is a financial advisor at Alexander LaBrunerie & Co., Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Saxony Securities, Inc. and Labrunerie Financial. Outside of her advisory role, Wilbers is involved in a family livestock operation and serves as treasurer for a local school parent organization. Alexander LaBrunerie & Co., Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and cyclical analysis to develop long-term, tailored investment plans across multiple asset classes, supported by third-party research and technology.

Wealth management Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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