|
⚲
|
| Keyboard |
| St Clair Advisors LLC
✚
|
|
|---|---|
| CRD # | 155064 |
| SEC # | 801-71857 |
| CIK # | 0002056292 |
| AUM | 1,068.0 M (2026-03-23) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 440-925-5670 |
| Address | 5875 Landerbrook Drive Mayfield Heights, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.5 | ||
| Microsoft Corp | 18.6 | ||
| Progressive Corp/Oh/ | 14.5 | ||
| Alphabet Inc | 7.7 | ||
| Palo Alto Networks Inc | 6.2 | ||
| Eaton Corp Ltd | 6.2 | ||
| Alphabet Inc | 5.9 | ||
| Johnson & Johnson | 5.5 | ||
| International Business Machines Corp | 4.6 | ||
| Coca Cola Co | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.8 |
| (b) Individuals (high net worth individuals) | 88 | 1,038.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 1,068.0 |
| By Discretionary | ||
| Discretionary | 536 | 1,068.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 536 | 1,068.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,068.0 | |
| Total | 536 | 1,068.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056292] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Balboa Wealth Partners Inc
✚
|
AZ | 1,070.3 M |
|
Concord Wealth Partners
✚
|
VA | 1,069.9 M |
|
Yeske BUIE Inc
✚
|
VA | 1,069.4 M |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1,068.6 M |
|
Resources Management Corp
✚
|
CT | 1,067.2 M |
|
Rae & Lipskie Investment Counsel Inc
✚
|
1,066.2 M | |
|
Fiduciary Benefits Group
✚
|
1,065.8 M | |
|
Gibbs Wealth Management LLC
✚
|
GA | 1,064.8 M |
|
NPA Asset Management LLC
✚
|
NJ | 1,064.8 M |
|
Spectrum Investment Advisors Inc
✚
|
WI | 1,064.6 M |