St. Clair Financial LLC
● SEC registered since 2025CRD 151251SEC# 801-133020Roseville, CA
Reg. AUM
$141.3M
Employees
2
Accounts
282
Location
Roseville, CA
St. Clair Financial LLC assets under management
St. Clair Financial LLC is a registered investment adviser overseen by the SEC based in Roseville, CA. The firm has been registered since 2025. It reports $141.3 million in regulatory assets under management and employs 2 people.
St. Clair Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald St. Clair Control | President, Cco, Member | Over 75% | 2009 |
Frequently asked questions
How much does St. Clair Financial LLC manage?
St. Clair Financial LLC reports $141.3 million in regulatory assets under management on its Form ADV.
How many employees does St. Clair Financial LLC have?
St. Clair Financial LLC reports 2 employees.
Where is St. Clair Financial LLC located?
St. Clair Financial LLC is based in Roseville, CA and has been SEC-registered since 2025.
Does St. Clair Financial LLC disclose fund performance?
St. Clair Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2140 Professional Drive, Suite 250, Roseville, CA 95661 |
| Phone | (916) 780-1848 |
| Fax | (916) 780-1656 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.3M▲ 19%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$141.3Mregulatory AUM
Discretionary $140.1MNon-discretionary $1.3M