# St. Johns Investment Management

St. Johns Investment Management is a Bank / Wealth / Trust based in Jacksonville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Jacksonville, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** stjohnsinv.com
- **LinkedIn:** https://www.linkedin.com/company/st-johns-asset-management-limited

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/st-johns-investment-management-company

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