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ST. JOHN & ASSOCIATES, INC.
CRD 124778File 801-121426
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$128.4M
Bottom 25% of cohort (national)
Discretionary AUM
$122.8M
Non-discretionary $5.5M
Clients
142
666 accounts
Employees
6
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 11, 2021
- Principal office
- 500 SUN VALLEY DRIVE SUITE D-3 & D-4, ROSWELL, GA, 30076-1441
- Phone
- 770-642-7631
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $128.4M
- Discretionary AUM
- $122.8M
- Non-discretionary AUM
- $5.5M
- Discretionary accounts
- 531
- Non-discretionary accounts
- 135
- Total accounts
- 666
- AUM per client
- $904K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | Not reported |
| High net worth individuals | 43 | $93.4M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 99 | $29.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — RETAINERS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 153 | 142 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.