St. Clair Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,050,451,493
Clients
130
Advisors
4
across 2 offices
About
St. Clair Advisors is an independent, practitioner-owned multi-family office that provides integrated wealth management to a selective group of high‑net‑worth families, business owners, and corporate executives. Its brochure lists services including investment advisory, tax planning and compliance, wealth transfer and estate planning, retirement and charitable planning, bill‑pay and family office support.
The firm describes an open‑architecture investment approach that blends active and passive strategies and emphasizes broad diversification across traditional and alternative asset classes, including private placements and real assets. Portfolios are constructed to match each client’s risk profile and are overseen by an assigned advisor, with third‑party money managers and independent due‑diligence providers used as needed.
Noteworthy aspects relative to peers include a pronounced integration of tax and family office capabilities — the brochure names a Director of Tax and Family Office Services and describes serving as a single point of contact for other professionals and, in some cases, acting as trustee. St. Clair also manages over $1.06 billion with four advisors (resulting in unusually high AUM per advisor), states a $10 million account minimum (waivable), and routinely considers private placements and illiquid alternative allocations in client portfolios.
Client services
Expertise
Occupation focus
Fee options
Fixed fees and per project fees offered; no specific amounts stated.
$0+: 0.25% to 1.0% per year on net assets under management $0+: 0.10% to 0.25% per year on net assets under advisement
Hourly charges reported in SEC Part 1 but not explicitly detailed in Part 2 brochure.
Account minimum: $10,000,000 (may be waived)
Main office
See office5875 Landerbrook Drive, Suite 240
Mayfield Heights OH 44124
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Ohio · Texas
Also doing business as
Altus Wealth Advisors, LLC · St. Clair Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ronald B
CFP®, PFS™
Mayfield Heights, OH
St. Clair Advisors, LLC
Ronald Bates is a CFP® and PFS™ with 15 years of experience in the financial advisory industry. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach combining active and passive strategies, with a focus on diversification across traditional and alternative asset classes, and integrates tax and family office services as part of its wealth management offerings.
Fred B
Series 63, Series 65
Mayfield Heights, OH
St. Clair Advisors, LLC
Fred Botek is a financial advisor with St. Clair Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at CM Wealth Advisors, Inc., LPL Financial, Sequoia Financial Group, L.L.C., and Banc One Securities Corporation. Outside of his advisory work, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and holds various trustee and investment committee roles with charitable and religious organizations. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach blending active and passive strategies, with an emphasis on diversification across traditional and alternative asset classes, and integrates tax and family office services within its wealth management offerings.
Craig S
Series 63, Series 65
Mayfield Heights, OH
St. Clair Advisors, LLC
Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.
David S
Series 65
Mayfield Heights, OH
St. Clair Advisors, LLC
David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.
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