# ST. JAMES INVESTMENT COMPANY, LLC

ST. JAMES INVESTMENT COMPANY, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 124777
- Type: SEC-registered investment adviser
- SEC file number: 801-61779
- Location: 535 S. KIMBALL AVENUE, SUITE 140, SOUTHLAKE, TX, 76092
- Phone: 214-484-7250
- Latest filing: 2026-03-02
- Regulatory AUM: $660.6M
- Discretionary AUM: $660.6M
- Clients: 6
- Accounts: 1,049

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Mark Joseph | CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; MEMBER, MANAGER (+1 more) | Orlando, FL |
| Mark L Joseph | CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; MEMBER, MANAGER (+1 more) | Pittsburgh, PA |
| Mark William Joseph | CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; MANAGER (+3 more) | — |
| Lawrence Joseph Redell | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Mark | MANAGER; TRUSTEE | — |
| MARK BRIAN CHRISTOPHER | GENERAL PARTNER; GENERAL PARTNER, CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| MARK CARRIE ANN | OWNER | — |
| SACHS WILLIAM RANEY | MEMBER | — |
| MARK BRIAN | GENERAL PARTNER; PARTNER | — |
| REDELL LAWRENCE JOSEPH | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BURSON AMY ALICE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124777/similar
- Related entities: https://search.stillhousedata.com/firm/124777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.