# ST. Clair Advisors, LLC

> ST. Clair Advisors, LLC is an SEC-registered investment advisory firm in Mayfield Heights, OH, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 155064
- Filed as: ST. CLAIR ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mayfield Heights, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155064
- AdvisorCensus page: https://advisorcensus.com/firm/st-clair-advisors-llc-mayfield-heights-oh-155064

## Quick answers

**How is ST. Clair Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ST. Clair Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does ST. Clair Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is ST. Clair Advisors, LLC located?**
ST. Clair Advisors, LLC's principal office is in Mayfield Heights, OH, according to its Form ADV.

**Is ST. Clair Advisors, LLC registered with the SEC or a state?**
ST. Clair Advisors, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155064.

**How much does ST. Clair Advisors, LLC manage?**
ST. Clair Advisors, LLC reports $1,068,014,053 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have ST. Clair Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for ST. Clair Advisors, LLC: Regulatory assets under management: $725,595,610 in the October 2021 data and $1,068,014,053 in the October 2026 data, up 47%. Total employees: 11 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ST. Clair Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (42); charitable organizations (3).

**Which custodians does ST. Clair Advisors, LLC use?**
ST. Clair Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does ST. Clair 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 SEC record: https://adviserinfo.sec.gov/firm/summary/155064

**Does ST. Clair Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Our minimum account size is $10,000,000, which we may waive."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> If your Wealth Management Service fee is based upon AUM, the fee ranges from 0.25% to 1% per year on net assets under management.

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> Our minimum account size is $10,000,000, which we may waive.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,068,014,053
- Discretionary: $1,068,014,053
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,844,752 |
| High net worth individuals | 88 | $1,038,606,741 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $17,562,560 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [saintclairllc.com](https://saintclairllc.com)
- LinkedIn @st-clair-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $725,595,610 | 11 | March 29, 2021 |
| October 2022 | $847,806,060 | 11 | March 29, 2022 |
| October 2023 | $744,084,174 | 11 | July 25, 2023 |
| October 2024 | $871,993,851 | 12 | March 28, 2024 |
| October 2025 | $997,629,621 | 13 | June 4, 2025 |
| October 2026 | $1,068,014,053 | 12 | March 23, 2026 |

Regulatory assets under management: $725,595,610 in the October 2021 data and $1,068,014,053 in the October 2026 data, up 47%.
Total employees: 11 in October 2021 and 12 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ST. Clair Advisors, LLC (CRD 155064): Form ADV filing data as of October 2026.