SEVERIN INVESTMENTS LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 166567
- Registered since
- March 9, 2020
- Website
- severininvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI58.93%
- Individuals39.57%
- Pension & Profit Sharing Plans1.06%
- Other Investment Advisers0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Severin Investments LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual and family clients as well as institutional clients, and combines financial planning and discretionary portfolio management for individuals, small businesses, and institutions with insurance brokerage capabilities. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee options. Severin does not position itself as a capital allocator or an ESG-focused investor.
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 Equities79%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1JEFFREY SEVERIN
President, CEOCRD 2345958
Contacts
3 of 5Ellen Fisher
Licensed AssistantCRD 6862737
JOHN MEYER
OwnerCRD 1134716
Joshua Rood
Wealth AdvisorCRD 7944083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$26.5M in ETFs
100%
$26.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $7M | 109,217 | 26.46% |
Location
SAINT LOUIS, MO
SAINT LOUIS CITY
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, 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
- SAINT LOUIS CITY
- Address
- 211 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
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