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| St Johns Investment Management Company LLC
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|---|---|
| CRD # | 169538 |
| SEC # | 801-78956 |
| CIK # | 0001605522 |
| AUM | $374.8 M (2026-02-19) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 904-379-7903 |
| Address | 4500 Salisbury Rd Jacksonville, FL 32216 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| 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] |
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|---|---|---|
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Comprehensive Wealth Solutions LLC
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Demars Financial Group LLC
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