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ST. CLAIR ADVISORS, LLC
CRD 155064File 801-71857
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
133
536 accounts
Employees
12
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 23, 2010
- Principal office
- 5875 LANDERBROOK DRIVE, SUITE 240, MAYFIELD HEIGHTS, OH, 44124
- Phone
- 440-925-5670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 536
- Non-discretionary accounts
- 0
- Total accounts
- 536
- AUM per client
- $8.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $17.6M |
| High net worth individuals | 88 | $1.04B |
| Individuals (other than high net worth individuals) | 42 | $11.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 137 | 133 | decreased by4 |
| Apr 1, 2026 | AUM | $997,629,621 | $1,068,014,053 | increased by$70,384,432 |
| Apr 1, 2026 | Accounts | 528 | 536 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 120 | 137 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $847,806,060 | $997,629,621 | increased by$149,823,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 556 | 528 | decreased by28 |
| Apr 1, 2022 | Clients | 116 | 120 | increased by4 |
| Apr 1, 2022 | AUM | $725,595,610 | $847,806,060 | increased by$122,210,450 |
| Apr 1, 2022 | Accounts | 514 | 556 | increased by42 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ST CLAIR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ST CLAIR” may also match similarly-named firms). Confirm identity against each filing.
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.