Investment adviser · CRD 283880
ST. JAMES INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
PORT JEFFERSON, NY, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $512M Form ADV · Item 5.F
- Client accounts
- 2,017 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Other investment advisers | 5 | $452,175,705 | 88.4% |
| High-net-worth individuals | 29 | $33,049,649 | 6.5% |
| Individuals | 95 | $14,023,913 | 2.7% |
| Retirement plans | 8 | $12,280,700 | 2.4% |
| Corporations & businesses | Fewer than 5 | $17,479 | 0.0% |
Filing source
Form ADV 2048263 · Feb 18, 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 18, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
414 MAIN STREET, SUITE 205PORT JEFFERSON, NY, 11777, United States
CRD 283880
Filing source
Form ADV 2048263 · Feb 18, 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.