ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $374.8M |
| Discretionary | $374.4M100% of AUM |
| Non-Discretionary | $447K |
| Client Accounts | 603 |
| Avg Account Size | $622K |
| Employees | 6 |
| Peak AUM | $374.8MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $375M | +9.4% | +10.4% | +6.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $374.8M |
| Discretionary | $374.4M |
| Employees | 6 |
| Client Accounts | 603 |
Contact & Location
Address
4500 SALISBURY RD
JACKSONVILLE FL 32216
Phone
904-379-7903
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$374M
99.9% of AUM
Non-Discretionary
$447,455
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported