Saint Louis Investment Advisors Inc
Firm details
- Headquarters
- Collinsville, Illinois
- CRD number
- 107101
- Website
- slia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.15%
- Individuals24.83%
- Charitable Organizations0.96%
- Corporations / Businesses0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Saint Louis Investment Advisors Inc. is an independent, corporate-structured registered investment adviser owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses, and institutional clients and charges fees based on a percentage of assets under management, with the option of hourly billing. It does not position itself as an ESG-focused manager, is not registered as a multistate adviser, and does not act as a capital allocator to external fund managers. The firm's advisory activity centers on managing publicly traded portfolios rather than serving as an allocator or pension consultant. Its client base combines individual and family relationships with institutional mandates, reflecting a mixed clientele rather than a pure wealth-management or institutional-only model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Douglas Ramey
Chief Executive Officer and PresidentCRD 4060257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Collinsville, IL
Madison
Location
Collinsville, IL
Headquartered in Collinsville, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 1701 Golfview Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Despain Investment Solutions, Ltd.
RIACollinsville, IL
Ashe Benefits 401(K) Advisory Services, Ltd.
RIANaperville, IL
Contour Financial
RIAOrland Park, IL
Palos Wealth Advisors, LLC
RIAPalos Heights, IL
Prosperifi LLC
RIADes Plaines, IL
Stonebrook Capital Management, Inc.
RIAOak Park, IL