ST. CLAIR FINANCIAL

Legal name: ST. CLAIR FINANCIAL LLC

CRD 151251File 801-133020

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$141.3M

Bottom 25% of cohort (national)

Discretionary AUM

$140.1M

Non-discretionary $1.3M

Clients

282 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 16, 2025
Principal office: 2140 PROFESSIONAL DRIVE, SUITE 250, ROSEVILLE, CA, 95661
Phone: (916) 780-1848
Website: http://www.donstclair.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $141.3M
Discretionary AUM: $140.1M
Non-discretionary AUM: $1.3M
Discretionary accounts: 261
Non-discretionary accounts: 21
Total accounts: 282
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$245K
High net worth individuals	38	$120.1M
Individuals (other than high net worth individuals)	55	$21.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.