Overview
Assets Under Management: $662 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 124
Average Client Assets: $888,236
Frequently Asked Questions
ST. JAMES INVESTMENT COMPANY, 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 #124777), ST. JAMES INVESTMENT COMPANY, LLC is subject to fiduciary duty under federal law.
ST. JAMES INVESTMENT COMPANY, LLC is headquartered in SOUTHLAKE, TX.
ST. JAMES INVESTMENT COMPANY, LLC serves 124 high-net-worth clients according to their SEC filing dated November 07, 2024. View client details ↓
According to their SEC Form ADV, ST. JAMES INVESTMENT COMPANY, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
ST. JAMES INVESTMENT COMPANY, LLC manages $662 million in client assets according to their SEC filing dated November 07, 2024.
According to their SEC Form ADV, ST. JAMES INVESTMENT COMPANY, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.51
Average High-Net-Worth Client Assets: $888,236
Total Client Accounts: 1,288
Discretionary Accounts: 1,288
Regulatory Filings
CRD Number: 124777
Last Filing Date: 2024-11-07 00:00:00
Website: https://stjic.com