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firm profile

St. John & Associates, Inc.

RIA Roswell, GA CRD 124778 Last verified October 2026

Overview

St. John & Associates, Inc. is an SEC registered investment adviser based in Roswell, GA, registered since 2012. It reports $128M in assets under management across 666 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM
$128M
Discretionary
96%
Accounts
666
Average account
$193K
Employees
6
Advisory reps
3
Registered since
2012
Jurisdictions
2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Periodicals or Newsletters
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
  • Other clients
Fee structure
Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

Advisory reps 3 of 3

Location

Headquarters
500 Sun Valley Dr Ste D3
Roswell, GA 30076
County
Fulton
Metro area
Atlanta-Sandy Springs-Alpharetta, GA
Region
South

Registrations

Every state, with registration dates

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