ST. JAMES INVESTMENT COMPANY, LLC
SEC RegisteredAbout the firm
We founded St. James Investment Company in 1999, managing equity portfolios for both individuals and institutions. Our investment methodology stresses absolute returns, blending a combination of fundamental analysis, discipline and patience with the goal of preserving and compounding capital.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing equity portfolios with a focus on absolute returns, using fundamental analysis, discipline, and patience to preserve and compound capital.
Who they serve
individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $23M |
| High Net Worth Individuals | 135 | $118M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $1.8M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 17 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ST. JAMES INVESTMENT COMPANY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.