St. James Investment Company, LLC
St. James Investment Company, LLC is an SEC-registered wealth manager in Southlake, TX with $660.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns St. James Investment Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124777, SEC 801-61779, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $660.6M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Southlake, TX
- Employees
- 6
- Clients
- 253
- CRD
- 124777
- Ownership
- MARK, BRIAN; AMBERG FAMILY PARTNERSHIP, LLLP; MARK, BRIAN, CHRISTOPHER; MARK, ROBERT, JOSEPH; MARK, CARRIE, ANN
How much AUM does St. James Investment Company, LLC have?
St. James Investment Company, LLC reported $660.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns St. James Investment Company, LLC?
Disclosed owners and executives of St. James Investment Company, LLC include MARK, BRIAN, AMBERG FAMILY PARTNERSHIP, LLLP, MARK, BRIAN, CHRISTOPHER, MARK, ROBERT, JOSEPH, MARK, CARRIE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.