CRD: 169538
St. Johns Investment Management Company, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-20-2013
- Office Locations
- 2
Office Locations
About St. Johns Investment Management Company, LLC
St. Johns Investment Management is an SEC-registered RIA in Jacksonville, FL serving high-net-worth individuals and select professionals and business owners. The firm provides financial planning and portfolio management, building customized, evolving investment solutions using ETFs and fixed income. Independent and relationship-driven, it custody-clears primarily through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MELANIE MOXLEY MAGNERS
PORTFOLIO MANAGER
- CRD
- #4126003
- Ownership
- 25% but less than 50%
DAVID WALL PRICE
Chief Executive Officer, Chief Investment Officer, Manager, President, Sr. Project Manager
- CRD
- #4347462
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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STEPHANIE DENISE PRICE
--
- CRD
- #6669728
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,396,786 | $621,922 |
| Non-Discretionary | $447,455 | $447,455 |
| Total | $374,844,241 | $621,632 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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