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 $342.5 M (2025-01-21)
Employees 6 (83% Investors, 0% Brokers)
Phone904-379-7903
Address4500 Salisbury Rd
Jacksonville, FL 32216
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 11.1
Microsoft Corp 8.7
SPDR Gold Trust 6.7
Amazon Com Inc 5.2
Nvidia Corp 4.6
Facebook Inc 4.2
Wal Mart Stores Inc 3.8
Alphabet Inc 3.7
American Express Co 3.4
J P Morgan Chase & Co 3.2
View All
Holdings by Sector ($M)
2502001501005002014201820222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 120 30.5
(b) Individuals (high net worth individuals) 103 300.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 11.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 577 342.5
By Discretionary
Discretionary 576 342.1
Non-Discretionary 1 0.4
Total 577 342.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 342.5
Total 577 342.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001605522]
Comparable Firms State AUM ($B)
IAMS Wealth Management LLC
NE 0.3
Fortiter Wealth Management LLC
TX 0.3
Burns Matteson Capital Management LLC
NY 0.3
Leclair Wealth Partners LLC
OH 0.3
Henry Bragg & Co LLC
TX 0.3
Mezzasalma Advisors LLC
NJ 0.3
Blue Investment Partners LLC
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Charles Fish Investments Inc
CA 0.3
IF Advisors LLC
0.3
Capital Management LLC
NC 0.3
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