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ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
CRD 169538File 801-78956
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$374.8M
Below cohort median (national)
Discretionary AUM
$374.4M
Non-discretionary $447K
Clients
239
603 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 18, 2014
- Principal office
- 4500 SALISBURY RD, SUITE 350, JACKSONVILLE, FL, 32216
- Phone
- 904-379-7903
- Website
- HTTP://WWW.SJIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $374.8M
- Discretionary AUM
- $374.4M
- Non-discretionary AUM
- $447K
- Discretionary accounts
- 602
- Non-discretionary accounts
- 1
- Total accounts
- 603
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.4M |
| High net worth individuals | 111 | $332.2M |
| Individuals (other than high net worth individuals) | 128 | $30.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.