ST. Clair Advisors, LLC

RIASEC RegisteredEst. 2010
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$2M
Accounts
536
Employees
12
Advisory reps
4

Firm details

Headquarters
Mayfield Heights, Ohio
CRD number
155064
Registered since
September 23, 2010
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI97.25%
  • Charitable Organizations1.64%
  • Individuals1.11%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

ST. Clair Advisors, LLC is an independent, SEC-registered registered investment adviser that began operating in 2010 and is owned by an individual principal. The firm serves both high-net-worth individuals and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. ST. Clair positions itself as a capital allocator that uses external managers for certain strategies rather than running all strategies in-house. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other fee structures. The firm reports an accounting-related business activity and lists accounting among its industry affiliations. ST. Clair does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, State & Local Bonds 13%, Private Funds 10%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%67%
  • Exchange Traded Equities67%
  • State & Local Bonds13%
  • Private Funds10%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Owners & executives

2 of 2
  • David Sommer

    David Sommer

    Founder & CEOCRD 4648614

  • Craig Steinbrink

    Craig Steinbrink

    COOCRD 4345672

Contacts

2 of 2
  • Fred Botek

    Fred Botek

    Partner and Director of Family Office ServicesCRD 4360854

  • Ronald Bates

    Ronald Bates

    Founder & ChairmanCRD 2713953

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$253M in ETFs

Passive

94%

$237M

Active

5%

$16.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$128M171,43150.80%

Location

Primary office

Mayfield Heights, OH

Cuyahoga

Location

Mayfield Heights, OH

Headquartered in Mayfield Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
5875 Landerbrook Dr
Time zone
ET (UTC-5)
Office locations

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