St. James Investment Advisors, LLC

$511.5MAssets under management
as of Feb 2026 · SEC Form ADV
Port Jefferson, NY
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Tech stack

No one at St. James Investment Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $40M held · filed Oct 2024
Pershing
Per Form ADV · $29M held · filed Oct 2024