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, individually owned RIA organized as an LLC. The firm is registered with the SEC (registered in 2014) and provides fee-based portfolio management primarily for individuals and families, and also for small businesses and other business or institutional clients. Its stated fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$171M in ETFs
100%
$171M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $28.8M | 960,992 | 16.85% |
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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