St. Johns Investment Management Company, LLC logo

St. Johns Investment Management Company, LLC

Updated today

Client assets under management

$362,411,332

Clients

239

46% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Low

Average account size

$1,516,365

About

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.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

Fee options

Fixed

Negotiated fixed fees charged quarterly in advance or in arrears

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually

Main office location

St. Johns Investment Management Company, LLC

4500 Salisbury Rd, Suite 350

Jacksonville FL 32216, United States

Number of offices

1

Most active in

Florida · Georgia · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian W

Series 65

Jacksonville, FL

St. Johns Investment Management Company, LLC

Christian Wolanski is a financial advisor at St. Johns Investment Management Company, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining the firm, he worked at Electric Boat and served in the U.S. Navy. St. Johns Investment Management Company provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations, using a three-factor equity valuation process and a focus on individual fixed-income securities tailored to client objectives and risk tolerance.

Active portfolio management Wealth management
user avatar

David P

Series 65

Jacksonville, FL

St. Johns Investment Management Company, LLC

David Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation and having 17 years of industry experience. He has been with St. Johns Investment Management Company since 2013 and is also affiliated with St. Johns Country Day School. St. Johns Investment Management Company provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process combining fundamental and technical analysis, focuses on individual bond purchases for fixed-income allocations, and offers discretionary and non-discretionary services tailored to client objectives and risk tolerance.

Active portfolio management Wealth management
user avatar

David P

CFA®

Jacksonville, FL

St. Johns Investment Management Company, LLC

David Price is a CFA® charterholder with 22 years of industry experience. He has been with St. Johns Investment Management Company, LLC since 2013. The firm provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. St. Johns uses a three-factor equity valuation process combining fundamental and technical analysis and typically purchases individual bonds for fixed-income allocations, managing accounts based on client objectives and risk tolerance.

Active portfolio management Wealth management
user avatar

Melanie M

Series 63, Series 65

Jacksonville, FL

St. Johns Investment Management Company, LLC

Melanie Magners is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with St. Johns Investment Management Company since 2013. St. Johns Investment Management Company provides portfolio management services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process emphasizing fundamental and technical analysis and typically invests in large-cap U.S. equities, ETFs, fixed-income securities, and short-term cash investments.

Active portfolio management Wealth management
user avatar

Stephanie P

Series 65

Jacksonville, FL

St. Johns Investment Management Company, LLC

Stephanie Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation with nine years of industry experience. She has been with St. Johns Investment Management Company since 2016. St. Johns Investment Management Company provides continuous portfolio management services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process combining fundamental and technical analysis and typically invests in large-cap U.S. equities, ETFs, fixed-income securities, and short-term cash investments.

Active portfolio management Wealth management
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