Overview
Assets Under Management: $128 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
ST. JOHN & ASSOCIATES, INC. 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 #124778), ST. JOHN & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
ST. JOHN & ASSOCIATES, INC. is headquartered in ROSWELL, GA.
ST. JOHN & ASSOCIATES, INC. serves 43 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ST. JOHN & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ST. JOHN & ASSOCIATES, INC. manages $128 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ST. JOHN & ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.81%
Average Client Assets: $2.2 million
Total Client Accounts: 666
Discretionary Accounts: 531
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 124778
Filing ID: 2079723
Last Filing Date: 2026-03-23 13:25:48