St James Investment Advisors LLC

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Assets, Funds, Holdings

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St James Investment Advisors LLC
CRD #283880
SEC #801-107821
CIK #0001901055
AUM $62.4 MM (2023-03-15)
Employees 7 (43% Investors, 0% Brokers)
Phone631-979-6520
Address414 Main Street
Port Jefferson, NY 11777
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 168 31.4
(b) Individuals (high net worth individuals) 28 24.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 25 6.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.1
(n) Other 0 0.0
Total 222 62.4
By Discretionary
Discretionary 216 62.3
Non-Discretionary 6 0.1
Total 222 62.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 62.4
Total 222 62.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001901055]
Comparable Firms State AUM ($BB)
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ID 0.1
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NV 0.1
Asset Strategy Retirement Plan Consultants LLC
PA 0.1
Layline Advisors LLC
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PMV Capital Advisers LLC
TX 0.1
Royale Asset Management LLC
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Pin Wealth LLC
MA 0.1
Weiss Financial Group LLC
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Lytle Investment Services Corp
NY 0.1
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