Assets Under Management
$595.2M
Number of Clients
251
Number of Advisors
5
Average Client AUM
$2.4M
AUM per Advisor
$119.0M
Compensation
Fee-Only (AUM)
St. James Investment Company manages equity portfolios for various clients, including individuals, trusts, and retirement plans. They utilize a value investment strategy implemented through equity securities, mutual funds, and ETFs. St. James also provides sub-advised portfolio management services and distributes a model portfolio for other advisors.
535 S. Kimball Avenue, Suite 140, Southlake, TX, 76092