# Severin Investments

Severin Investments is a Bank / Wealth / Trust based in St. Louis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** www.severininvestments.com
- **LinkedIn:** https://www.linkedin.com/company/severin-investments-llc

## Regulatory record

- **CRD number:** 166567
- **SEC file number:** 801-118181
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166567

## About

Severin Investments was founded in 2013 in St. Louis, positioning itself as a fee-only fiduciary for individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm's web presence frames its work around two core outcomes: retiring exceptionally and creating generational wealth. Asset-class exposure is delivered through managed portfolios built for income generation and long-term growth, with an emphasis on tax efficiency and drawdown sequencing. The investment menu, while not publicly enumerated, is described as tailored — spanning equities, fixed income, and retirement-specific vehicles — and is executed with a discretionary mandate. Severin discloses no AUM, headcount, or additional office locations. The firm's messaging highlights estate planning and trust services as a core capability, which broadens its utility beyond pure asset management into multi-generational wealth-transfer structuring. Structurally, Severin sits in the mid-American RIA tradition — a lean fiduciary shop without proprietary funds or a venture-arm overlay. The differentiator is its explicit focus on the retirement-to-legacy arc, packaging portfolio management with estate and philanthropic planning under one fee-only roof, which distinguishes it from planning-light asset gatherers.

## Sectors

- Private Wealth Management
- Retirement
- Estate Planning

## Questions

### Is Severin Investments a fiduciary?

Yes. Severin explicitly markets itself as a fiduciary wealth manager, meaning it is legally obligated to put client interests ahead of its own. This fee-only structure contrasts with broker-dealers that can earn commissions on product sales.

### What services does Severin offer beyond investment management?

The firm integrates retirement planning, estate planning, 401(k)/403(b) consulting, and annuity analysis. This suite is designed for clients navigating the transition from accumulation to decumulation, with an emphasis on tax-aware withdrawal strategies and wealth-transfer documentation.

### Does Severin manage institutional capital or only private wealth?

Severin's disclosed client base includes individuals, high-net-worth individuals, trusts, estates, and charitable organizations. There is no public indication of institutional separate accounts, pension fund mandates, or endowment relationships.

### What investment philosophy underpins Severin's portfolios?

The firm describes a tailored portfolio approach that balances income generation and growth, adjusted for each client's time horizon and tax situation. Implementation relies on discretionary management of publicly traded securities and retirement-plan assets rather than private-market or alternative investments.

## Related profiles

- [Severgroup](https://altss.com/profile/severgroup)
- [Severn Trent Pension Fund](https://altss.com/profile/severn-trent-pension-fund)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/severin-investments

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology