Fee-only adviser · Mayfield Heights, OH
St. Clair Advisors, LLC
St. Clair Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mayfield Heights, Ohio. On its latest Form ADV, filed March 23, 2026, it reports $1.1B in regulatory assets under management, 130 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 155064 · SEC file 801-71857 |
| Office | 5875 Landerbrook Drive Suite 240 Mayfield Heights, OH 44124 |
| Phone | (440) 925-5670 |
| Website | www.saintclairllc.com |
| Regulatory assets under management | $1.1B |
| Individual clients | 42 non-high-net-worth, 88 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mayfield Heights
- Cornerstone Family Office, LLC Not reported
Nearby
- Lyndhurst 1 firm
- Pepper Pike 7 firms
- Beachwood 11 firms
- Orange Village 1 firm
- Shaker Heights 1 firm
- Woodmere 1 firm
- Highland Heights 1 firm
- Chagrin Falls 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at St. Clair Advisors, LLC? Update this listing.