Investment adviser · CRD 124778
ST. JOHN & ASSOCIATES, INC.
Investment adviser filing (IA)
ROSWELL, GA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $128M Form ADV · Item 5.F
- Client accounts
- 666 Accounts, not individual clients
- Employees
- 6 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 | 43 | $93,446,989 | 72.8% |
| Individuals | 99 | $29,368,598 | 22.9% |
| Other clients | 11 | $5,536,814 | 4.3% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2079723 · Mar 23, 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: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
500 SUN VALLEY DRIVE SUITE D-3 & D-4ROSWELL, GA, 30076-1441, United States
CRD 124778
Filing source
Form ADV 2079723 · Mar 23, 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.