ST. JAMES INVESTMENT ADVISORS, LLC
CRD #283880 SEC #801-107821 PORT JEFFERSON, NY (631) 979-6520
SEC Registered
Total AUM
$46.5M
Discretionary
$45.7M
Employees
7
Clients
0
Accounts
137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $46.5M | $45.7M | $793.9K | 7 | 5 |
| Oct 2024 | $68.7M | $68.6M | $68.6K | 7 | 216 |
| Mar 2024 | $68.7M | $68.6M | $68.6K | 7 | 216 |
| Sep 2023 | $62.4M | $62.3M | $57.9K | 7 | 222 |
| Mar 2023 | $62.4M | $62.3M | $57.9K | 7 | 222 |
| Nov 2022 | $157.1M | $157.1M | $61.4K | 8 | 0 |
| Apr 2022 | $157.1M | $157.1M | $61.4K | 8 | 0 |
| Mar 2022 | $157.1M | $157.1M | $61.4K | 8 | 0 |
| Jun 2021 | $118M | $117.9M | $93.6K | 8 | 0 |
| Mar 2021 | $118M | $117.9M | $93.6K | 8 | 0 |
| Jul 2020 | $107.2M | $107.1M | $116.9K | 7 | 0 |
| Jun 2020 | $107.2M | $107.1M | $116.9K | 7 | 0 |
| Mar 2020 | $107.2M | $107.1M | $116.9K | 7 | 0 |
| Mar 2019 | $98.5M | $91.2M | $7.3M | 4 | 0 |
| Feb 2019 | $98.5M | $91.2M | $7.3M | 4 | 0 |
| Feb 2019 | $98.5M | $91.2M | $7.3M | 4 | 0 |
| Jan 2019 | $78.3M | $78M | $236.7K | 4 | 0 |
| Apr 2018 | $78.3M | $78M | $236.7K | 4 | 0 |
| Mar 2018 | $78.3M | $78M | $236.7K | 4 | 0 |
| Dec 2017 | $71.4M | $71M | $425.2K | 4 | 0 |
| May 2017 | $71.4M | $71M | $425.2K | 5 | 264 |
| May 2017 | $71.4M | $71M | $425.2K | 5 | 264 |
| May 2017 | $71.4M | $71M | $425.2K | 5 | 264 |
| Apr 2017 | $71.4M | $71M | $425.2K | 5 | 264 |
| Feb 2017 | $73.7M | $73.3M | $412.1K | 5 | 264 |
| Jan 2017 | $73.7M | $73.3M | $412.1K | 5 | 264 |
| Jan 2017 | $69.1M | $68.7M | $425.2K | 2 | 0 |
| Nov 2016 | $69.1M | $68.7M | $425.2K | 2 | 0 |
| Oct 2016 | $69.1M | $68.7M | $425.2K | 2 | 0 |
| Sep 2016 | $69.1M | $68.7M | $425.2K | 2 | 0 |
| Aug 2016 | $69.1M | $68.7M | $425.2K | 1 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$46.5M
Discretionary$45.7M
Non-Disc.$793.9K
Employees7
Clients5
DateOct 2024
Total AUM$68.7M
Discretionary$68.6M
Non-Disc.$68.6K
Employees7
Clients216
DateMar 2024
Total AUM$68.7M
Discretionary$68.6M
Non-Disc.$68.6K
Employees7
Clients216
DateSep 2023
Total AUM$62.4M
Discretionary$62.3M
Non-Disc.$57.9K
Employees7
Clients222
DateMar 2023
Total AUM$62.4M
Discretionary$62.3M
Non-Disc.$57.9K
Employees7
Clients222
DateNov 2022
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$61.4K
Employees8
Clients0
DateApr 2022
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$61.4K
Employees8
Clients0
DateMar 2022
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$61.4K
Employees8
Clients0
DateJun 2021
Total AUM$118M
Discretionary$117.9M
Non-Disc.$93.6K
Employees8
Clients0
DateMar 2021
Total AUM$118M
Discretionary$117.9M
Non-Disc.$93.6K
Employees8
Clients0
DateJul 2020
Total AUM$107.2M
Discretionary$107.1M
Non-Disc.$116.9K
Employees7
Clients0
DateJun 2020
Total AUM$107.2M
Discretionary$107.1M
Non-Disc.$116.9K
Employees7
Clients0
DateMar 2020
Total AUM$107.2M
Discretionary$107.1M
Non-Disc.$116.9K
Employees7
Clients0
DateMar 2019
Total AUM$98.5M
Discretionary$91.2M
Non-Disc.$7.3M
Employees4
Clients0
DateFeb 2019
Total AUM$98.5M
Discretionary$91.2M
Non-Disc.$7.3M
Employees4
Clients0
DateFeb 2019
Total AUM$98.5M
Discretionary$91.2M
Non-Disc.$7.3M
Employees4
Clients0
DateJan 2019
Total AUM$78.3M
Discretionary$78M
Non-Disc.$236.7K
Employees4
Clients0
DateApr 2018
Total AUM$78.3M
Discretionary$78M
Non-Disc.$236.7K
Employees4
Clients0
DateMar 2018
Total AUM$78.3M
Discretionary$78M
Non-Disc.$236.7K
Employees4
Clients0
DateDec 2017
Total AUM$71.4M
Discretionary$71M
Non-Disc.$425.2K
Employees4
Clients0
DateMay 2017
Total AUM$71.4M
Discretionary$71M
Non-Disc.$425.2K
Employees5
Clients264
DateMay 2017
Total AUM$71.4M
Discretionary$71M
Non-Disc.$425.2K
Employees5
Clients264
DateMay 2017
Total AUM$71.4M
Discretionary$71M
Non-Disc.$425.2K
Employees5
Clients264
DateApr 2017
Total AUM$71.4M
Discretionary$71M
Non-Disc.$425.2K
Employees5
Clients264
DateFeb 2017
Total AUM$73.7M
Discretionary$73.3M
Non-Disc.$412.1K
Employees5
Clients264
DateJan 2017
Total AUM$73.7M
Discretionary$73.3M
Non-Disc.$412.1K
Employees5
Clients264
DateJan 2017
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$425.2K
Employees2
Clients0
DateNov 2016
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$425.2K
Employees2
Clients0
DateOct 2016
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$425.2K
Employees2
Clients0
DateSep 2016
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$425.2K
Employees2
Clients0
DateAug 2016
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$425.2K
Employees1
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0