Firm profile

ST. CLAIR ADVISORS, LLC

MAYFIELD HEIGHTS, OHCRD 155064Latest ADV March 23, 2026

St. Clair Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mayfield Heights, OH.

Assets Under Management
$1.1B
Employees
12
Offices
--
Total Clients
133
Primary office
MAYFIELD HEIGHTS, OH
5875 LANDERBROOK DRIVE, SUITE 240, MAYFIELD HEIGHTS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid W. Sommer
CCODavid W. Sommer
COOCraig A. Steinbrink

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.2% of total clients.
Top client categories% of clientsClients
1
HNWI
66.2%
88
2
Individuals
31.6%
42
3
Charitable
2.3%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 23, 2026
Discretionary100.0%
$1.1B
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.

Total AUM$1.1B
Total Accounts536
10Y AUM Change+$542M (+103.0%)

Employee Growth by Quarter

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

Total Employees12
Clients per Employee11:1
10Y Employee Change+2 (+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.