ST. CLAIR FINANCIAL LLC

ST. CLAIR FINANCIAL LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 151251). Regulatory assets under management: $141.3M.

Registration

• CRD: 151251
• SEC file number: 801-133020
• Type: Registered investment adviser
• Location: 2140 PROFESSIONAL DRIVE, SUITE 250, ROSEVILLE, CA, 95661
• Phone: (916) 780-1848
• Latest filing: 2026-02-27
• Regulatory AUM: $141.3M
• Discretionary AUM: $140.1M
• Non-discretionary AUM: $1.3M
• Clients: 2
• Accounts: 282

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search