PORT JEFFERSON, NYCRD 283880Latest ADV February 18, 2026
St. James Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Jefferson, NY.
Assets Under Management
$512M
Employees
7
Offices
1 office
Total Clients
138
Primary office
PORT JEFFERSON, NY
414 MAIN STREET, SUITE 205, PORT JEFFERSON, NY, United States
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
95
2
HNWI
21.0%
29
3
Pension Plans
5.8%
8
4
Other Advisers
3.6%
5
5
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$512Mas of February 18, 2026
Discretionary11.6%
$59M
12% of total RAUM11.6%
Non-discretionary88.4%
$452M
88% of total RAUM88.4%
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$512M
Total Accounts2,017
10Y AUM Change+$438M (+593.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee20:1
10Y Employee Change+2 (+40.0%)
* 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.