Firm profile

SEVERIN INVESTMENTS LLC

ST. LOUIS, MOCRD 166567Latest ADV March 12, 2026

Severin Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$142M
Employees
8
Offices
2 offices
Total Clients
235
Primary office
ST. LOUIS, MO
211 NORTH BROADWAY, SUITE 2925, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJeffrey J. Severin
CCOTess S. Butler

Advisory services offered

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

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
181
2
HNWI
22.1%
52
3
Pension Plans
0.4%
1
4
Other Advisers
0.4%
1
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$142Mas of March 12, 2026
Discretionary88.5%
$125M
88% of total RAUM88.5%
Non-discretionary11.5%
$16M
12% of total RAUM11.5%
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$142M
Total Accounts564
10Y AUM Change+$32M (+28.9%)

Employee Growth by Quarter

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

Total Employees8
Clients per Employee29:1
10Y Employee Change+3 (+60.0%)

* 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.