St. James Investment Company Review

Trust Score 97%
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Last updated: August 6th, 2019. Data source: SEC filings.

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St. James Investment Company, federally registered in 2003, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff of 5 advisors. St. James Investment Company manages $1.2 billion and provides investment advisory services for 2,288 clients (1:458 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $526,129
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:458
Headquarters Dallas, TX
SEC Filings Forms and Brochures    (CRD # 124777)
State(s) Registered AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, VT, VA, WA, WI

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