ST. JOHN & ASSOCIATES, INC.

RIASEC RegisteredEst. 2021

Total AUM

$128M

Discretionary

$123M

96% of AUM

Avg account

$193K

Accounts

666

Employees

Advisory reps

Firm details

Headquarters: ROSWELL, Georgia
CRD number: 124778
Registered since: June 11, 2021
Website: www.stjohnfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI72.81%
Individuals22.88%
Other4.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ST. John & Associates, Inc. is an independent, owner-operated registered investment adviser that established its SEC registration in 2021. The firm focuses on individual and family clients and acts as a capital allocator, directing client capital into third-party managers and pooled vehicles as well as traditional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting work, selection of outside advisers, and educational publications and workshops. Fee arrangements are a mix of percentage-of-AUM fees, hourly charges and other fee types. ST. John & Associates is not positioned as an active ESG investor. The firm’s investment approach tilts toward delegated management and pooled public funds rather than extensive in-house direct-security trading. It also incorporates alternative real estate allocations and uses annuity products where appropriate. ST. John & Associates was recognized by FA Magazine as a Top RIA firm in 2020.