Latour Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LaTour Asset Management serves clients by referring investment assets to third‑party money managers and by providing financial planning and limited estate‑planning services. The firm does not directly manage client portfolios; instead it acts as a liaison to recommended third‑party managers and also offers insurance products through licensed insurance agents affiliated with the firm.
After gathering clients’ financial information and risk profiles, LaTour recommends and monitors third‑party managers, helps complete onboarding paperwork, and provides ongoing suitability updates and periodic account reviews. Financial plans are prepared for clients who engage the firm’s recommended managers, and custodial statements and TPM reporting are used for account oversight.
Distinctive features include a referral and revenue‑sharing model with specific third‑party managers, disclosed ownership and incentive ties between the firm’s parent entities, an affiliated insurance brokerage, and a recommended manager — relationships the firm identifies as potential conflicts of interest. The firm also discloses prior regulatory actions (civil penalties in 2009–2010 and a 2021 consent order with supervisory conditions and a suspended penalty) and notes that principals spend roughly half their time conducting licensed insurance activities, all of which are uncommon among peers.
Client services
Expertise
Fee options
Estate planning services fees ranging from $200 to $2,000
$0+: 1.65% annually for Custom Indexing - Strategic and Allocation portfolios (total fee) $0+: 1.50% annually for Strategic, Tactical, Private Wealth, Allocation, Defined Outcome portfolios (total fee) $0+: 1.00% annually for Preservation portfolio (total fee) $0+: $300 flat fee annually for Client Directed Accounts
Investment advisor representatives receive commissions from insurance products sold as licensed insurance agents
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 by Gradient Investments, LLC (third-party manager) Fee-only: Flat fees for financial plans and estate planning, ranging from $200 to $2,000 based on complexity
Main office
2627 W. Republic Road, Suite A 112
Springfield MO 65807
Advisors at this office
5
Most active in
Alaska · Arkansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kayla C
Series 65
Springfield, MO
Latour Asset Management LLC
Kayla Chapa is a financial advisor at LaTour Asset Management LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. She has been associated with LaTour Advisory Group since 2015. LaTour Asset Management serves clients by referring investment assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers and offers insurance products through affiliated licensed agents.
James M
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
James Margraf is a financial advisor with LaTour Asset Management LLC in Springfield, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at LaTour Asset Management LLC, LaTour Advisory Group LLC, Lacobos Group LLC, Center Street Securities, Inc., and Gradient Advisors, LLC. Margraf is also involved as an insurance agent through LaTour Advisory Group, Inc. LaTour Asset Management serves clients by referring assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers, offers insurance products through affiliated licensed agents, and emphasizes ongoing monitoring and suitability updates for client accounts.
Barbara B
Series 65
Springfield, MO
Latour Asset Management LLC
Barbara Burns is a Series 65-licensed financial advisor with Latour Asset Management LLC in Springfield, MO, bringing 12 years of industry experience. She has worked with Latour Asset Management since 2015 and also maintains a role with Latour Advisory Group, LLC since 2009. In addition to advisory duties, Burns provides administrative support and insurance sales through LaTour Advisory Group. Latour Asset Management serves clients by referring investment assets to third-party money managers and providing financial planning and limited estate-planning services. The firm acts as a liaison to recommended managers and offers insurance products through licensed agents affiliated with the firm.
Joshua L
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
Joshua La Tour is a financial advisor at Latour Asset Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities, including LaTour Advisory Group, LLC and Center Street Securities, Inc. La Tour also serves as a licensed insurance agent, spending a portion of his time involved in insurance activities. Latour Asset Management refers client assets to third-party money managers and provides financial planning and limited estate-planning services. The firm does not directly manage portfolios but acts as a liaison to recommended managers while offering insurance products through affiliated agents.
Joseph L
Series 63, Series 65
Springfield, MO
Latour Asset Management LLC
Joseph Latour is a financial advisor with Latour Asset Management LLC in Springfield, Missouri, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been involved with several related entities since 2000, including Latour Advisory Group, LLC, and has served as managing member of LATOUR PROPERTIES LLC. Outside of his advisory roles, he is a treasurer on the board of Bowens Mill Christian Center. Latour Asset Management supports clients by referring investment assets to third-party money managers and providing financial and limited estate planning services. The firm focuses on monitoring recommended managers and offering insurance products through affiliated agents.
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