SJ
Saint Joseph Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 311463
· Miami, FL
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $64.0M
- Discretionary
- $49.6M
- Clients
- 53
- Avg AUM / client
- $1.2M
- Accounts
- 53
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $13.2M | 20.6% |
| High net worth individuals | 8 | $16.1M | 25.2% |
| Corporations and other businesses | 15 | $34.7M | 54.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Emilio Volz | Registered representative | Jan 2024 (3y) | ||
| John Angelo Napolitano | Registered representative | Jun 2024 (2y) |
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) | 02/19/2026 | 1.22 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Stonex Financial Inc. $45.0M (70% of AUM) Feb 2026
- Pershing $16.0M (25% of AUM) Feb 2026
- Interactive Brokers $3.0M (5% of AUM) Feb 2026
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: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗