Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

dba ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC · CRD 169538 · Registered Investment Adviser

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is a Registered Investment Adviser headquartered in JACKSONVILLE, FL. The firm reports $374,844,241 in regulatory assets under management across 603 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$374,396,786
Non-discretionary$447,455
Total RAUM$374,844,241
Accounts603

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 169538. adviserinfo.sec.gov/firm/summary/169538.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.