{"url":"https://nivawealth.com/firms/st-johns-investment-management-169538","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169538","regulatoryAum":374844241,"crd":"169538","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4126003","suffix":null,"lastName":"MAGNERS","firstName":"MELANIE","middleName":"MOXLEY"},{"crd":"4347462","suffix":null,"lastName":"PRICE","firstName":"DAVID","middleName":"WALL"},{"crd":"5640608","suffix":null,"lastName":"PRICE","firstName":"DAVID","middleName":"ANDREW"},{"crd":"6669728","suffix":null,"lastName":"PRICE","firstName":"STEPHANIE","middleName":"DENISE"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-12","regulatoryAum":273296564,"clients":191,"employees":5,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":311755873,"clients":205,"employees":4,"offices":1},{"filedOn":"2023-03-03","regulatoryAum":280830060,"clients":207,"employees":5,"offices":1},{"filedOn":"2024-06-22","regulatoryAum":312200976,"clients":215,"employees":5,"offices":1},{"filedOn":"2025-01-21","regulatoryAum":342491722,"clients":223,"employees":6,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":374844241,"clients":239,"employees":6,"offices":1}],"secFileNumber":"801-78956","legalName":"St. Johns Investment Management Company, LLC","displayName":"St. Johns Investment Management","slug":"st-johns-investment-management-169538","website":"https://stjohnsinv.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/169538/a800f313221d3ff3-r1.webp","tone":"light","width":562,"height":200,"sourceUrl":"http://www.stjohnsinv.com","sourceLabel":"St. Johns Investment Management Company, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2013","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4500 Salisbury RD, Suite 350","city":"Jacksonville","state":"FL","stateName":"Florida","country":"United States","postalCode":"32216"},"tradeNames":[],"registration":{"secApproved":"18 March 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1516365.4058577407,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":374844241,"discretionary":374396786,"discretionaryAccounts":602,"nonDiscretionary":447455,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":128,"regulatoryAum":30238075},{"label":"High-net-worth individuals","clients":111,"regulatoryAum":332173257},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":12432909}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":5000000,"pct":0.7,"from":1000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010206","versionId":1010206,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-19","documentName":"PART 2A:  FIRM BROCHURE","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:54:30.337513+00:00","documents":[{"name":"PART 2A:  FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010206","versionId":1010206,"submittedOn":"2026-02-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":362929700}],"custodyNote":"St. Johns Investment Management has custody of $173M for 130 clients.","otherCustodians":[],"leadership":[{"name":"David Price","title":"Manager, CEO, President, CIO","crd":"4347462"},{"name":"David Price","title":"Member, Chief Compliance Officer","crd":"5640608"},{"name":"Melanie Magners","title":"Member, Portfolio Manager","crd":"4126003"},{"name":"Albert Toole","title":"Chairman Emeritus","crd":"4347438"}],"ownership":[{"label":"David Price","detail":"Manager, ceo, president, cio in the 25% to 50% ownership band and a control person, since September 2013. 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The fee is billed in advance and is negotiable.","source":"PART 2A:  FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does St. Johns Investment Management use?","answer":"St. Johns Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $363M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does St. Johns Investment Management have?","answer":"St. Johns Investment Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 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