David Sommer
St. Clair Advisors · Mayfield Heights, Ohio
David Sommer is a fee-only financial advisor at St. Clair Advisors in Mayfield Heights, Ohio. David focuses on small business owners, equity compensation and estate & legacy planning. St. Clair Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Founders
Facts
| Firm | St. Clair Advisors |
|---|---|
| Based in | Mayfield Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.07B across 536 accounts |
| SEC registration | Investment adviser representative in CA, FL, OH, TX · CRD 4648614 |
| Exams passed | Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.saintclairllc.com |
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Questions about David
Is David Sommer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and St. Clair Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, St. Clair Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Sommer based?
David Sommer is based in Mayfield Heights, Ohio.
What does David specialize in?
David's specialties include small business owners, equity compensation and estate & legacy planning. David works with executives, multi-generational families and founders.
Is David Sommer registered with the SEC?
Yes. David Sommer is registered as an investment adviser representative in CA, FL, OH and TX (CRD 4648614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does St. Clair Advisors manage?
St. Clair Advisors reports $1.07B across 536 accounts in assets under management.
How do I contact David Sommer?
Through David's website, www.saintclairllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- St. Clair Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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