|
⚲
|
| San BLAS Advisory Inc
✚
|
|
|---|---|
| CRD # | 296929 |
| SEC # | 801-136018 |
| CIK # | |
| AUM | $218.9 M (2026-05-28) |
| Employees | 13 (69% Investors, 38% Brokers) |
| Phone | 404-704-0406 |
| Address | 3424 Peachtree Road NE Atlanta, GA 30326 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 601 | 149.3 |
| (b) Individuals (high net worth individuals) | 63 | 69.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 665 | 218.9 |
| By Discretionary | ||
| Discretionary | 654 | 216.5 |
| Non-Discretionary | 11 | 2.3 |
| Total | 665 | 218.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.9 | |
| Total | 665 | 218.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Newbridge Wealth Management LLC
✚
|
PA | 0.2 |
|
Slocum Gordon & Co LLP
✚
|
RI | 0.2 |
|
Forteris Wealth Management Inc
✚
|
NY | 0.2 |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.2 |
|
Foster & Wood Inc
✚
|
OR | 0.2 |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 0.2 |
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 0.2 |
|
Kempner Capital Management Inc
✚
|
TX | 0.2 |
|
Highpass Asset Management LLC
✚
|
CO | 0.2 |