ST. Johns Investment Management Company, LLC
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
FINTRXOverview
ST. Johns Investment Management Company, LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered since 2014. The firm serves individual and family clients and provides portfolio management for both individuals/small businesses and for business or institutional clients. Its fee arrangements combine percentage-of-assets and fixed-fee structures. ST. Johns does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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
Director Of Portfolio ManagementCRD 4126003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$177M in ETFs
100%
$177M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $29.5M | 1,003,234 | 16.67% |
Location
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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