Areas of Practice
Investment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$595.2M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

535 S. Kimball Ave, Suite 140, Southlake, TX, 76092

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert is a general partner to Shepherd Investment Holdings, LP and owner of Stollenweg Capital, where he works as a portfolio manager. This takes about a quarter of his time, with half of that time during trading hours.

Employment History
Current Registrations
St. James Investment Company, LLC
January 2004 - Present · 22 yrs 1 mo
Previous Registrations
Liberty St. James
March 2005 - December 2005 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.