ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2014
Total AUM
$375M
Discretionary
$374M
100% of AUM
Avg account
$622K
Accounts
603
Employees
6
Advisory reps
5

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
169538
Registered since
March 18, 2014
Website
www.stjohnsinv.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.62%
  • Individuals8.07%
  • Charitable Organizations3.32%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ST. Johns Investment Management Company, LLC is an SEC‑registered advisory firm organized as an LLC and operating since 2014. The firm serves individual and family clients, offering portfolio management to both households/small businesses and to business or institutional accounts. Its fees are charged as a percentage of assets under management and via fixed fees. ST. Johns reports no formal capital‑allocator role, does not market itself as an active ESG investor, and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 63%, US Government Bonds 25%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%63%
  • Exchange Traded Equities63%
  • US Government Bonds25%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • DAVID PRICE

    Chief Executive OfficerCRD 5640608

  • DAVID PRICE

    Chief Executive OfficerCRD 4347462

Contacts

3 of 3

  • STEPHANIE PRICE

    Assistant Compliance OfficerCRD 6669728

  • ALBERT TOOLE

    Chairman EmeritusCRD 4347438

  • MELANIE MAGNERS

    Portfolio ManagerCRD 4126003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$155M in ETFs

Passive

100%

$155M

Active

0%

$155K

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$26.3M1,024,78116.93%
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Location

Primary office

JACKSONVILLE, FL

DUVAL

Location

JACKSONVILLE, FL

Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
4500 Salisbury Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth