St. James Investment Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX.
Assets Under Management
$661M
Employees
6
Offices
--
Total Clients
271
Primary office
SOUTHLAKE, TX
535 S. KIMBALL AVENUE, SUITE 140, SOUTHLAKE, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.8% of total clients.
Top client categories% of clientsClients
1
HNWI
49.8%
135
2
Individuals
39.9%
108
3
Other Advisers
6.3%
17
4
Corporations
3.0%
8
5
Investment Cos.
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 2, 2026
Discretionary100.0%
$661M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$661M
Total Accounts1,049
10Y AUM Change$-635M (-49.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.