St. Clair Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 133
- Avg AUM / client
- $8.0M
- Accounts
- 536
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $11.8M | 1.11% |
| High net worth individuals | 88 | $1.0B | 97.2% |
| Charitable organizations | 3 | $17.6M | 1.64% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David William Sommer | Member, Chief Executive Officer And Chief Compliance Officer | Oct 2010 (16y) | 25% – 50% | |
| Ronald Edward Bates | Member, Chairman Emeritus | CFP Personal Financial Specialist | Feb 2012 (14y) | 10% – 25% |
| Craig Andrew Steinbrink | Member, Coo | May 2014 (12y) | 10% – 25% | |
| Fred G Botek | Member | Jul 2018 (8y) | 10% – 25% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $929M (87% of AUM) Mar 2026
- Pnc Bank $68.3M (12% of AUM) Aug 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗