Text or WhatsApp(808) 600-9260

Home / Directory / United States / Ohio / St. Clair Advisors, LLC

St. Clair Advisors, LLC

Multifamily office listing in Mayfield Heights, Ohio, United States.

  • SEC-registered
Regulatory AUM
$1.1 billion
Employees
12
Clients
51-100
SEC CRD
155064

Independent wealth management and multi-family-office services for individuals, families, business owners and corporate executives.1

Overview

St. Clair Advisors is an independent wealth-management and multi-family-office firm serving individuals, families, business owners and corporate executives. The firm reports that its investment advisory, family-office and wealth-transfer teams work collectively to provide integrated support and solutions.12

History

St. Clair Advisors was founded in 2010 to provide comprehensive wealth-management and planning services. The firm reports receiving the 2016 Weatherhead Upstart 100 award, recognizing Greater Cleveland companies for leadership, growth and success.1

Timeline

  1. 2010Clair Advisors was founded in 2010 to provide comprehensive wealth-management and planning services.
  2. 2016The firm reports receiving the 2016 Weatherhead Upstart 100 award, recognizing Greater Cleveland companies for leadership, growth and success.

Leadership

David W. Sommer is Chief Executive Officer and Chief Investment Officer. Craig A. Steinbrink is Chief Operating Officer and Senior Investment Advisor, with responsibilities including investment-strategy development and external-manager selection. Fred Botek is Director of Family Office Services, focusing on complex tax and wealth-planning matters for client families.1

Services

St. Clair Advisors provides investment advisory, financial planning, tax planning and compliance, wealth-transfer planning, charitable planning and family-office services. Its investment advisory work includes asset-allocation planning, investment-strategy selection, securities selection and performance evaluation.34

Financial-planning services include estate planning, net-worth analysis, cash-flow analysis, budgeting, bill-pay support and insurance reviews. The firm’s family-office support includes coordinating with clients’ outside professionals to help implement integrated financial plans.5

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Risk and insurance
  • Business owner services

Client Focus

The firm serves individuals, families, business owners and corporate executives. Its family-office services are designed to support client families and coordinate the professionals involved in their broader financial plans.15

Approach

St. Clair Advisors says its investment advisory, family-office and wealth-transfer teams work collectively to deliver integrated support and solutions. This approach brings investment, planning, tax and wealth-transfer considerations together within a coordinated client relationship.2

By the numbers

Regulatory AUM by year$0K$294M$587M$881M$1.2B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155064. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$489 million$489 million$0
2017$526 million$526 million$0
2018$571 million$571 million$0
2019$554 million$554 million$0
2020$682 million$682 million$0
2021$726 million$726 million$0
2022$848 million$848 million$0
2023$744 million$744 million$0
2025$998 million$998 million$0
2026$1.1 billion$1.1 billion$0
Average AUM per client by year$0K$2M$4M$7M$9M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155064. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$7 million
2019$6 million
2020$6 million
2021$6 million
2022$7 million
2023$6 million
2025$7 million
2026$8 million
Clients by type (2026)High net worth individuals88Individuals42Charities3
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155064. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals42
High net worth individuals88
Charities3
Employees by year04711142016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155064. As of .
Employees reported on Form ADV
YearEmployees
20169
201710
20189
201910
202011
202111
202211
202311
202513
202612

Ranks #6 of 7 SEC-registered firms in OH on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155064. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does St. Clair Advisors serve?

The firm serves individuals, families, business owners and corporate executives.1

What services does St. Clair Advisors provide?

Services include investment advisory, financial planning, tax planning and compliance, wealth-transfer planning, charitable planning and family-office support.3

Is St. Clair Advisors registered with the SEC?

The SEC lists St. Clair Advisors, LLC as an SEC-registered investment adviser, effective September 23, 2010, under CRD 155064 and SEC file number 801-71857.6

  • LocationMultifamily offices in Ohio

    This Ohio directory helps families and business owners compare nearby multi-family-office providers by service focus and client type. It gives context for considering investment management, planning, tax, estate, insurance, and business-owner support in the region.

  • Network siteEstatePlanner.com

    These estate planning guides explain wills, trusts, beneficiary choices, and related decisions a family may discuss with an advisory firm. They can help readers prepare questions about estate planning, tax planning, philanthropy, and transferring wealth across generations.

  • Network siteFamilyBusinesses.com

    This directory and its family-business playbooks help owners consider issues that affect both the company and the family. The material can support conversations about business-owner services, investment decisions, succession, tax planning, and estate planning.

  • DataMFO fee types from Form ADV

    This page explains common multi-family-office fee types reported through Form ADV. Reviewing how fees may be structured helps a prospective client ask clearer questions about costs for investment management, financial planning, tax work, estate planning, and related services.

  • Similar firmsCM Wealth Advisors LLC
    Trust Company Family Offices
    Wellspring Family Office

    Profiles of CM Wealth Advisors LLC, Trust Company Family Offices, and Wellspring Family Office provide additional points of comparison on this site. Reviewing these firms may help a family or business owner clarify preferred services, client focus, geography, and questions for St. Clair Advisors.

Sources

  1. St. Clair Advisors, About Us
  2. St. Clair Advisors, Our Approach
  3. St. Clair Advisors, Services
  4. St. Clair Advisors, Investment Advisory
  5. St. Clair Advisors, ADV Part 2 Brochure
  6. SEC Investment Adviser Public Disclosure, St. Clair Advisors, LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260