St. James Investment Advisors, LLC
St. James Investment Advisors, LLC is an SEC-registered wealth manager in Port Jefferson, NY with $511.5M assets under management (AUM, regulatory AUM), +999% over one year. See who owns St. James Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283880, SEC 801-107821, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $511.5M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Port Jefferson, NY
- Employees
- 7
- Clients
- 133
- CRD
- 283880
- Ownership
- MARK, BRIAN, CHRISTOPHER; ABBONIZIO, JENNIFER, ANN; Spicciatie, John, Andrew; MARK, ROBERT, JOSEPH
How much AUM does St. James Investment Advisors, LLC have?
St. James Investment Advisors, LLC reported $511.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns St. James Investment Advisors, LLC?
Disclosed owners and executives of St. James Investment Advisors, LLC include MARK, BRIAN, CHRISTOPHER, ABBONIZIO, JENNIFER, ANN, Spicciatie, John, Andrew, MARK, ROBERT, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.