Firm profile

ST. JOHN & ASSOCIATES, INC.

ROSWELL, GACRD 124778Latest ADV March 23, 2026

St. John & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Roswell, GA.

Assets Under Management
$128M
Employees
6
Offices
--
Total Clients
153
Primary office
ROSWELL, GA
500 SUN VALLEY DRIVE SUITE D-3 & D-4, ROSWELL, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORichard J. Stjohn

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
99
2
HNWI
28.1%
43
3
NON MANAGED, NON DISCRETIONARY
7.2%
11
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$128Mas of March 23, 2026
Discretionary95.7%
$123M
96% of total RAUM95.7%
Non-discretionary4.3%
$6M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$128M
Total Accounts666
10Y AUM Change+$8M (+7.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee26:1
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.