St. James Investment Advisors, LLC
● SEC registered since 2016CRD 283880SEC# 801-107821Port Jefferson, NY
Reg. AUM
$511.5M
Employees
7
Accounts
2,017
Location
Port Jefferson, NY
St. James Investment Advisors, LLC assets under management
St. James Investment Advisors, LLC is an SEC-registered investment adviser based in Port Jefferson, NY. The firm has been registered since 2016. It reports $511.5 million in regulatory assets under management and employs 7 people.
St. James Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Christopher Mark Control | Managing Member & Portfolio Manager | Over 75% | 2016 |
| Jennifer Ann Abbonizio Control | Chief Compliance Officer | Under 5% | 2018 |
| John Andrew Spicciatie Control | Executive Director | Under 5% | 2019 |
Frequently asked questions
How much does St. James Investment Advisors, LLC manage?
St. James Investment Advisors, LLC reports $511.5 million in regulatory assets under management on its Form ADV.
How many employees does St. James Investment Advisors, LLC have?
St. James Investment Advisors, LLC reports 7 employees.
Where is St. James Investment Advisors, LLC located?
St. James Investment Advisors, LLC is based in Port Jefferson, NY and has been SEC-registered since 2016.
Does St. James Investment Advisors, LLC disclose fund performance?
St. James Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 414 Main Street, Suite 205, Port Jefferson, NY 11777 |
| Phone | (631) 979-6520 |
| Fax | (631) 382-8283 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$511.5M▲ 1001%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$511.5Mregulatory AUM
Discretionary $59.4MNon-discretionary $452.2M