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St. John & Associates, Inc.

● SEC registered since 2021CRD 124778SEC# 801-121426Roswell, GA
Export (members)
Reg. AUM
$128.4M
Employees
6
Accounts
666
Location
Roswell, GA

St. John & Associates, Inc. assets under management

St. John & Associates, Inc. operates as an SEC-registered investment adviser based in Roswell, GA. The firm has been registered since 2021. It reports $128.4 million in regulatory assets under management and employs 6 people.

St. John & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Joseph Stjohn ControlPresident & Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does St. John & Associates, Inc. manage?

St. John & Associates, Inc. reports $128.4 million in regulatory assets under management on its Form ADV.

How many employees does St. John & Associates, Inc. have?

St. John & Associates, Inc. reports 6 employees.

Where is St. John & Associates, Inc. located?

St. John & Associates, Inc. is based in Roswell, GA and has been SEC-registered since 2021.

Does St. John & Associates, Inc. disclose fund performance?

St. John & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441
Phone770-642-7631
Fax770-993-9807
Office hours9:00a.m. To 6:30p.m.
SEC regionAtlanta Regional Office (ARO)
CIK24778
Discloses disciplinary historyNo

Regulatory AUM

$128.4M▲ 11%
Mar '25 — $116.1MApr '25 — $116.1MMay '25 — $116.1MJun '25 — $116.1MJul '25 — $116.1MAug '25 — $116.1MSep '25 — $116.1MOct '25 — $116.1MNov '25 — $116.1MDec '25 — $116.1MJan '26 — $116.1MFeb '26 — $116.1MMar '26 — $128.4MApr '26 — $128.4MMay '26 — $128.4MJun '26 — $128.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$128.4Mregulatory AUM
Discretionary $122.8MNon-discretionary $5.5M