St Johns Investment Management Company LLC

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Assets, Funds, Holdings

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St Johns Investment Management Company LLC
CRD #169538
SEC #801-78956
CIK #0001605522
AUM 374.8 M (2026-02-19)
Employees 6 (83% Investors, 0% Brokers)
Fees
Minimum
Phone904-379-7903
Address4500 Salisbury Rd
Jacksonville, FL 32216
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 12.8
SPDR Gold Trust 8.2
Microsoft Corp 7.5
Alphabet Inc 5.1
Nvidia Corp 5.1
Wal Mart Stores Inc 4.9
Amazon Com Inc 4.9
J P Morgan Chase & Co 3.5
American Express Co 3.3
Facebook Inc 3.2
View All
Holdings by Sector ($M)
2502001501005002013201720222027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 128 30.2
(b) Individuals (high net worth individuals) 111 332.2
(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 0 12.4
(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 603 374.8
By Discretionary
Discretionary 602 374.4
Non-Discretionary 1 0.4
Total 603 374.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 374.8
Total 603 374.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001605522]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
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