St. James Investment Company, LLC
● SEC registered since 2003CRD 124777SEC# 801-61779Southlake, TX
Reg. AUM
$660.6M
Employees
6
Accounts
1,049
Location
Southlake, TX
St. James Investment Company, LLC assets under management
St. James Investment Company, LLC is an investment advisory firm registered with the SEC based in Southlake, TX. The firm has been registered since 2003. It reports $660.6 million in regulatory assets under management and employs 6 people.
St. James Investment Company, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Joseph Redell Control | Member And Chief Compliance Officer | 25-50% | 2021 |
| Robert Joseph Mark Control | Manager | Under 5% | 1999 |
| Sibelius Holdings, LLC Control | Member | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does St. James Investment Company, LLC manage?
St. James Investment Company, LLC reports $660.6 million in regulatory assets under management on its Form ADV.
How many employees does St. James Investment Company, LLC have?
St. James Investment Company, LLC reports 6 employees.
Where is St. James Investment Company, LLC located?
St. James Investment Company, LLC is based in Southlake, TX and has been SEC-registered since 2003.
Does St. James Investment Company, LLC disclose fund performance?
St. James Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 S. Kimball Avenue, Suite 140, Southlake, TX 76092 |
| Phone | 214-484-7250 |
| Fax | 214-889-5057 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1504492 |
| Discloses disciplinary history | No |
Regulatory AUM
$660.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$660.6Mregulatory AUM
Discretionary $660.6M