ST. CLAIR FINANCIAL

Overview

ST. Clair Financial is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm positions itself as a capital allocator: it manages discretionary portfolios while also selecting third‑party managers where appropriate. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and its business activities include the sale of other financial products. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment behavior is tilted toward pooled public vehicles for core exposures, with a deliberate allocation to alternative strategies for diversification and yield. The firm is not an active ESG investor and does not operate as a multi-state adviser; it registers with the SEC as of 2025 and maintains a compact client base that favors hands-on discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices