ST. CLAIR ADVISORS, LLC
Firm details
- Headquarters
- MAYFIELD HEIGHTS, Ohio
- CRD number
- 155064
- Registered since
- September 23, 2010
- Website
- www.saintclairllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI97.25%
- Charitable Organizations1.64%
- Individuals1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ST. Clair Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2010 and is owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selecting other advisers when appropriate. The firm also lists accounting as a business activity and maintains industry ties consistent with that function. ST. Clair is not an active ESG investor, and its fee schedules include percentage-of-AUM, hourly, fixed, and other arrangements.
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 Equities67%
- State & Local Bonds13%
- Private Funds10%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
2 of 2DAVID SOMMER
Founder & CEOCRD 4648614
CRAIG STEINBRINK
COOCRD 4345672
Contacts
2 of 2FRED BOTEK
Partner and Director of Family Office ServicesCRD 4360854
RONALD BATES
Founder & ChairmanCRD 2713953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$250M in ETFs
92%
$231M
6%
$19M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $116M | 177,961 | 46.53% |
Location
MAYFIELD HEIGHTS, OH
CUYAHOGA
Location
MAYFIELD HEIGHTS, OH
Headquartered in MAYFIELD HEIGHTS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 5875 Landerbrook Dr
- Time zone
- ET (UTC-5)
- Office locations
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