St. Clair Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
St. Clair Advisors reports 133 clients. They include 88 high-net-worth individuals, 42 individual clients and 3 charitable organizations. Of its assets, 100.0% ($1.07B across 536 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 1% |
| High-net-worth individuals | 66% | 97% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $11.8M | 1.1% | $282K |
| High-net-worth individuals | 88 | $1.04B | 97.2% | $11.8M |
| Charitable organizations | 3 | $17.6M | 1.6% | $5.85M |
| Total | 133 | $1.07B | 100% | $8.03M |
- Clients
- 42
- Regulatory AUM
- $11.8M
- AUM share
- 1.1%
- Avg. per client
- $282K
- Clients
- 88
- Regulatory AUM
- $1.04B
- AUM share
- 97.2%
- Avg. per client
- $11.8M
- Clients
- 3
- Regulatory AUM
- $17.6M
- AUM share
- 1.6%
- Avg. per client
- $5.85M
Total
- Clients
- 133
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- $8.03M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
St. Clair Advisors charges 0.25%–1.00% a year for its Wealth Management Services. The fee is billed in advance and requires an account of at least $10,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Assets Under Advisement Fee
- Where the wealth management service includes assets under advisement (AUA), the fee ranges from 0.10% to 0.25% per year on net assets under advisement.
David Sommer owns 25% to 50% of St. Clair Advisors. It has 12 employees, 4 of them in advisory roles.
Staff
- 12 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of St. Clair Advisors, LLC
David Sommer
Control person · since October 2010
- Owns 10% to 25% of St. Clair Advisors, LLC
Craig Steinbrink
Control person · since September 2014
- Owns 10% to 25% of St. Clair Advisors, LLC
Ronald Bates
since October 2023
- Owns 10% to 25% of St. Clair Advisors, LLC
Fred Botek
Control person · since July 2019
St. Clair Advisors’ regulatory assets grew from $726M (March 2021) to $1.07B (March 2026); clients rose from 116 to 133 and employees from 11 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.07B | 133 | 12 | 1 |
| Jun 2025June 2025 | $998M | 137 | 13 | 1 |
| Mar 2024March 2024 | $872M | 140 | 12 | 1 |
| Jul 2023July 2023 | $744M | 120 | 11 | 1 |
| Mar 2022March 2022 | $848M | 120 | 11 | 1 |
| Mar 2021March 2021 | $726M | 116 | 11 | 1 |
Besides its headquarters, St. Clair Advisors has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 5875 Landerbrook Drive, Suite 240, Mayfield HeightsHQ
Contact and registration details
- Legal name
- St. Clair Advisors, LLC
- Headquarters
- 5875 Landerbrook Drive, Suite 240, Mayfield Heights, OH 44124
- Website
- saintclairllc.com
- Phone
- 440-925-5670
- @st-clair-advisors-llc
- SEC file
- 801-71857
- Structure
- Ohio LLC
- Fiscal year end
- December
St. Clair Advisors’ named custodian for separately managed accounts is Charles Schwab ($929M). St. Clair Advisors has custody of $428M for 118 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $929M100%
At year end, St. Clair Advisors’ separately managed accounts were mostly in stocks (67%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $389M across 78 positions; the largest are iShares TR (33.0%), iShares Inc. (6.0%) and Apple Inc. (5.8%).
What the accounts hold
- Stocks67%
- Funds10%
- Bonds19%
- State and local bonds13%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- High-yield corporate bonds2%
- Cash4%
How many clients does St. Clair Advisors have?
St. Clair Advisors has 133 clients and manages $1.07 billion for them, as of March 2026. They include 88 high-net-worth individuals, 42 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does St. Clair Advisors offer?
St. Clair Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does St. Clair Advisors charge?
St. Clair Advisors charges 0.25%–1.00% a year for its Wealth Management Services. The fee is billed in advance and requires an account of at least $10,000,000.
Source: ADV FORM 2A - ST. CLAIR ADVISORS, LLC, filed 23 March 2026
Which custodians does St. Clair Advisors use?
St. Clair Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $929M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does St. Clair Advisors have?
St. Clair Advisors has 4 investment adviser representatives registered with state securities authorities, out of 12 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does St. Clair Advisors invest in?
At the end of its last fiscal year, St. Clair Advisors’ separately managed accounts held 67% exchange-traded equities, 13% state and local bonds, 10% pooled vehicles (private funds and similar), 4% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does St. Clair Advisors have a minimum investment?
Yes, St. Clair Advisors’ minimum account size for its Wealth Management Services is $10M.
Source: ADV FORM 2A - ST. CLAIR ADVISORS, LLC, filed 23 March 2026
Who owns St. Clair Advisors?
St. Clair Advisors’ direct owners are David Sommer, Craig Steinbrink, Ronald Bates and Fred Botek, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does St. Clair Advisors get paid?
St. Clair Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact St. Clair Advisors?
St. Clair Advisors’ main office is at 5875 Landerbrook Drive, Suite 240, Mayfield Heights, OH 44124. Its phone number is 440-925-5670. Its website is saintclairllc.com.