A complete list of active advisors currently associated with St. Johns Investment Management Company, LLC

Warmer can help you find a great advisor at St. Johns Investment Management Company, LLC or one who fits your needs even better.

St. Johns Investment Management Company provides continuous portfolio management and advisory services to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, corporations, pension and profit‑sharing plans, and charitable organizations. It manages both discretionary and non‑discretionary separately managed accounts that typically combine large‑cap U.S. equities, ETFs and fixed‑income securities, and charges percentage‑of‑assets advisory fees while no longer requiring a minimum fee. The firm’s investment process uses a three‑factor equity valuation framework that weights fundamental analysis at 70% and technical factors at 30%, drawing on independent research, broker‑dealer research and subscription services. For fixed‑income allocations it generally purchases individual securities rather than funds, conducts at least quarterly reviews of client accounts, and accommodates client‑directed brokerage and reasonable investment restrictions. Noteworthy among the firm’s practices is the use of borrowing within separately managed accounts, a relatively uncommon feature for comparable team firms, with such borrowing and execution conducted through client custodians or platforms. The brochure also discloses participation in the Schwab Advisor Services program, the use of standing letters of authorization and direct fee debits (which the firm notes can result in constructive custody under SEC guidance), and the firm’s practice of aggregating or cross‑trading orders when advantageous.

To learn more about the advisors currently working at St. Johns Investment Management Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.