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ST. CLAIR FINANCIAL

ROSEVILLE, CA · CRD 151251 · IAPD ↗ · donstclair.com · (916) 780-1848

$141.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — ST. CLAIR FINANCIAL (ROSEVILLE, CA) is newly SEC-registered with $118.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.