SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Severin Investments LLC
St. Louis, MO
CRD 166567
Firm filing updated March 12, 2026 ·
- $141.9MAssets
- 5Advisory staff
- 564Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals181
- High net worth individuals52
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 181 | $56.1 million |
| High net worth individuals | 52 | $83.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.5 million |
| Other investment advisors | Fewer than 5 clients | $626,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "401(K) CONSULTING; BUY & SELL SIGNAL CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "401(K) CONSULTING; BUY & SELL SIGNAL CONSULTING"
Assets and accounts
- Regulatory assets$141.9 million
- Accounts564
- Discretionary$125.5 million · 494 accounts
- Non-discretionary$16.4 million · 70 accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients26 to 50
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 166567, SEC file 801-118181.
- Registered with the SEC as an investment advisor (status date on record: March 9, 2020).
Is Severin Investments LLC a fiduciary?
Short answer: Severin Investments LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.