RIA Intel›Advisers›Missouri›SEVERIN INVESTMENTS LLC

SEVERIN INVESTMENTS LLC

Advisory

N·ST. LOUIS, MO

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$142M

1-Year AUM Growth

+18.1%

3-Year CAGR

+0.1%

Employees

5

Assets Under Management

Total AUM$142M

Discretionary AUM$125M

Non-Discretionary AUM$16M

Discretionary %88.5%

Total Clients236

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingFeb 6, 2020

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SEVERIN INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.