Overview
Assets Under Management: $142 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 52
Average Client Assets: $1.6 million
Frequently Asked Questions
SEVERIN INVESTMENTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166567), SEVERIN INVESTMENTS LLC is subject to fiduciary duty under federal law.
SEVERIN INVESTMENTS LLC is headquartered in ST. LOUIS, MO.
SEVERIN INVESTMENTS LLC serves 52 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, SEVERIN INVESTMENTS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SEVERIN INVESTMENTS LLC manages $142 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, SEVERIN INVESTMENTS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.93%
Average Client Assets: $1.6 million
Total Client Accounts: 564
Discretionary Accounts: 494
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 166567
Filing ID: 2051598
Last Filing Date: 2026-03-12 16:58:58