ST. JAMES INVESTMENT ADVISORS, LLC

Overview

ST. James Investment Advisors, LLC is a privately owned SEC-registered advisory firm that focuses on discretionary and non-discretionary portfolio management for individuals, families, small businesses and institutions. The firm charges fees as a percentage of assets under management and provides traditional advisory services including portfolio construction, ongoing rebalancing and pension consulting. Its stated investment preference is equity-oriented, with a substantial allocation to exchange-traded equities and ETFs, while maintaining a foothold in short-duration fixed income strategies for liquidity and risk control. ST. James does not position itself as an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices