ST. Clair Advisors, LLC
Firm details
- Headquarters
- Mayfield Heights, Ohio
- CRD number
- 155064
- Registered since
- September 23, 2010
- Website
- www.saintclairllc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- State & Local Bonds13%
- Private Funds10%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
2 of 2
David Sommer
Founder & CEOCRD 4648614

Craig Steinbrink
COOCRD 4345672
Contacts
2 of 2
Fred Botek
Partner and Director of Family Office ServicesCRD 4360854

Ronald Bates
Founder & ChairmanCRD 2713953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$253M in ETFs
94%
$237M
5%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $128M | 171,431 | 50.80% |
Location
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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