St. Johns Investment Management Company, Llc
- Regulatory AUM
- $375M
- Discretionary
- $374M
- Clients
- 239
- Avg AUM / client
- $1.6M
- Accounts
- 603
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $30.2M | 8.07% |
| High net worth individuals | 111 | $332M | 88.6% |
| Charitable organizations | Fewer than 5 clients | $12.4M | 3.32% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Wall Price | Manager, Ceo, President, Cio | CFA | Sep 2013 (13y) | 25% – 50% |
| Melanie Moxley Magners | Member, Portfolio Manager | Sep 2013 (13y) | 25% – 50% | |
| Toole, Albert, Julius | Chairman Emeritus | Aug 2014 (12y) | Less than 5% | |
| David Andrew Price | Member, Chief Compliance Officer | Mar 2015 (11y) | 25% – 50% | |
| Stephanie Denise Price | Registered representative | Sep 2016 (10y) |
Undisclosed: 0% – 25% 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) | 02/19/2026 | 907 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $363M (97% of AUM) Feb 2026
- Compass Bank $20.5M (10% of AUM) Mar 2019
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) ↗