RIA Intel›Advisers›Florida›SAINT JOSEPH ADVISORS LLC

SAINT JOSEPH ADVISORS LLC

Advisory

MIAMI, FL

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,512

of 2,610 advisers by AUM

Average account

$1M

across 53 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$64M

Discretionary AUM$50M

Non-Discretionary AUM$14M

Discretionary %77.5%

Total Clients53

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

53 clients

8 high-net-worth

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

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

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VISTA ALTA INVESTMENTS LLC

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PALM INVESTMENT STRATEGIES, LLC

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