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ST. JAMES INVESTMENT COMPANY, LLC
CRD 124777 · SEC 801-61779
535 S. KIMBALL AVENUE, SUITE 140, SOUTHLAKE, TX, 76092, United States
Phone
214-484-7250
Fax
214-889-5057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$660.6M
Discretionary AUM
$660.6M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $23.5M |
| High net worth individuals | 135 | $117.5M |
| Investment companies | 1 | $122.5M |
| Pension/profit sharing plans | 1 | $1.8M |
| Charitable organizations | 1 | $401K |
| Other investment advisers | 17 | $387.6M |
| Corporations/business entities | 8 | $7.2M |
States served
CA, LA, MI, MN, NC, OH, PA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD