Investment adviser · CRD 151251
ST. CLAIR FINANCIAL
Investment adviser filing (IA)
ST. CLAIR FINANCIAL LLC
ROSEVILLE, CA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $141M Form ADV · Item 5.F
- Client accounts
- 282 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 38 | $120,080,384 | 85.0% |
| Individuals | 55 | $20,976,924 | 14.8% |
| Charities | Fewer than 5 | $245,009 | 0.2% |
Filing source
Form ADV 2051336 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2140 PROFESSIONAL DRIVE, SUITE 250ROSEVILLE, CA, 95661, United States
CRD 151251
Filing source
Form ADV 2051336 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.