CRD: 155064
St. Clair Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2010
- Office Locations
- 4
Office Locations
About St. Clair Advisors, LLC
St. Clair Advisors, LLC is an independent, fiduciary RIA providing objective wealth and financial planning, including legacy/estate and business-succession guidance for families, business owners and entrepreneurs. The firm emphasizes disciplined investment philosophy, clarity and fee transparency, and implements portfolios heavily with ETFs alongside taxable and municipal fixed income. Custody includes Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WILLIAM SOMMER
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4648614
- Ownership
- 25% but less than 50%
RONALD EDWARD BATES
Advisor, Chairman Emeritus
- CRD
- #2713953
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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RONALD EDWARD BATES
Advisor, Chairman Emeritus
- CRD
- #2713953
Theresa Certo
Financial Planning Associate
- CRD
- --
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,068,014,053 | $1,992,564 |
| Non-Discretionary | $0 | -- |
| Total | $1,068,014,053 | $1,992,564 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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