# Saint Joseph Advisors LLC

> Saint Joseph Advisors LLC is a state-registered investment advisory firm in Miami, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 311463
- Filed as: SAINT JOSEPH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311463
- AdvisorCensus page: https://advisorcensus.com/firm/saint-joseph-advisors-llc-miami-fl-311463

## Quick answers

**How is Saint Joseph Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Saint Joseph Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Saint Joseph Advisors LLC located?**
Saint Joseph Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Saint Joseph Advisors LLC registered with the SEC or a state?**
Saint Joseph Advisors LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311463.

**How much does Saint Joseph Advisors LLC manage?**
Saint Joseph Advisors LLC reports $64,000,000 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (78% discretionary).

**What types of clients does Saint Joseph Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); corporations or other businesses not listed above (15); high net worth individuals (8).

**Does Saint Joseph Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $64,000,000
- Discretionary: $49,600,000
- Non-discretionary: $14,400,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $13,200,000 |
| High net worth individuals | 8 | $16,100,000 |
| Corporations or other businesses not listed above | 15 | $34,700,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Saint Joseph Advisors LLC (CRD 311463): Form ADV filing data as of October 2026.