RIA Intel›Advisers›Georgia›SAINT FRANCIS CAPITAL, LLC

SAINT FRANCIS CAPITAL, LLC

Advisory

WINDER, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$201K

across 181 accounts

AUM per adviser

$36M

1 advisers

Filing history

7

filings since 2013

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMay 15, 2013

Latest FilingMar 31, 2026

Full AUM trend chart and 7 historical filings spanning 13+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, LA, TX

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

14th percentile

Composite rank among GA advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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