SAINT JOSEPH ADVISORS LLC

Overview

Saint Joseph Advisors LLC is a small, privately owned advisory firm operating as an LLC that provides portfolio management for individuals and small businesses and runs educational seminars. The firm runs a percentage-of-AUM fee model and serves both individual & family clients and institutional accounts. Their investment activity shows a clear tilt toward liquid equity exposures: exchange-traded equities represent the single largest asset category in the portfolio mix. The practice manages both discretionary and non-discretionary mandates, supporting clients who want active manager decision-making as well as those who retain some control. Saint Joseph Advisors LLC does not identify as an active ESG investor and is not structured as a multi-state adviser. Industry relationships with other investment advisers, a trust company, and a law firm suggest they coordinate investment management with estate, trust, and legal planning when client needs require it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices