St. Clair Advisors, LLC

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$2M
Accounts
536
Employees
12
Advisory reps
4

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

FINTRX

Overview

St. Clair Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2010. The firm serves both high-net-worth individuals and families as well as institutional clients, functioning as a capital allocator and adviser. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. St. Clair charges clients via a mix of percentage-of-AUM fees as well as hourly, fixed, and other fee arrangements. The firm also lists accounting among its business activities and industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, State & Local Bonds 13%, Private Funds 10%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%67%
  • Exchange Traded Equities67%
  • State & Local Bonds13%
  • Private Funds10%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Owners & executives

2 of 2
  • Craig Steinbrink

    Craig Steinbrink

    COOCRD 4345672

  • David Sommer

    David Sommer

    Founder & CEOCRD 4648614

Contacts

2 of 2
  • Fred Botek

    Fred Botek

    Partner and Director of Family Office ServicesCRD 4360854

  • Ronald Bates

    Ronald Bates

    Founder & ChairmanCRD 2713953

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$255M in ETFs

Passive

94%

$239M

Active

5%

$15.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$132M172,56751.80%
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Location

Primary office

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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