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St. Johns Investment Management
St. Johns Investment Management Company formed in 2013 as a Florida-domiciled Registered Investment Advisor. It advises individuals, high-net-worth...
St. Johns Investment Management
St. Johns Investment Management Company formed in 2013 as a Florida-domiciled Registered Investment Advisor. It advises individuals, high-net-worth individuals, and various entities, drawing on what the firm describes as a legacy of trust and independence combined with considerable financial-services experience in managing high-net-worth portfolios. No named founder or controlling principal appears in public filings; the firm's website and Form ADV function as its primary public output. The firm provides investment advisory services including portfolio management for individuals and entities, but specifics around asset-class mix, stage coverage, or fund-structure shape are not publicly available. The website emphasizes developing customized investment solutions that evolve with client circumstances, implying a multi-asset, goals-based approach rather than a single-strategy mandate. No named portfolio companies, deals, or co-investors are disclosed; the firm's geographic footprint appears concentrated in the United States from its Jacksonville base. St. Johns Investment Management is an SEC-registered adviser; per its website, it makes Forms ADV Part 2A, 2B, and CRS publicly available — a practice consistent with a compliance-first RIA posture. Team size, additional offices, and adjacent vehicles remain undisclosed. No dated operational event from the last 24 months is verifiable from public sources; the most recent observable fact is the firm's continued SEC registration and maintenance of its Jacksonville presence. Structurally, the firm differentiates through radical opacity within a regulated wrapper. It operates without executive branding, marketing language, or disclosed fund vehicles. For an allocator, this represents either a highly bespoke single-family-adjacent structure operating behind a generic RIA shell, or a small, compliance-first practice managing a limited book of long-tenured private clients — absent disclosed scale, the architecture remains a black box.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
Jacksonville, FL, United States
Frequently asked questions
What is St. Johns Investment Management's regulatory status?
St. Johns Investment Management is registered with the SEC as a Registered Investment Advisor. Its website provides public access to its Form ADV Part 2A, 2B, and Form CRS, which is standard for RIAs serving retail and high-net-worth clients.
Who runs investment decisions at St. Johns Investment Management?
The firm does not disclose any named principals, portfolio managers, or investment committee members on its website or in easily accessible regulatory filings. For a prospective allocator, identifying the decision-makers would require direct inquiry during onboarding or review of the full Form ADV filings.
Does St. Johns Investment Management disclose its assets under management?
No. St. Johns Investment Management does not publicly disclose its assets under management. Its Form ADV may contain a regulatory AUM figure, but the firm has not released this information through its website or other public channels.
What client types does St. Johns Investment Management serve?
The firm advises individuals, high-net-worth individuals, and various entities (Altss research). Its services include investment management and portfolio management, with a stated focus on developing customized solutions for client needs.
Does St. Johns Investment Management operate any fund vehicles or pooled investment structures?
There is no public evidence that St. Johns Investment Management sponsors pooled investment vehicles, private funds, or co-investment structures. Its website frames the offering as bespoke portfolio management for individual and entity clients, consistent with a traditional RIA model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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