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ST. CLAIR ADVISORS, LLC
CRD 155064 · SEC 801-71857
5875 LANDERBROOK DRIVE, SUITE 240, MAYFIELD HEIGHTS, OH, 44124, United States
Phone
440-925-5670
Fax
440-646-1838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
12 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING / TAX COMPLIANCE / BILL PAY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.8M |
| High net worth individuals | 88 | $1.04B |
| Charitable organizations | 3 | $17.6M |
States served
CA, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD