Blume Capital Management, Inc.
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 111768
- Registered since
- October 1, 1998
- Website
- www.blumecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.41%
- Individuals2.5%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blume Capital Management, Inc. is an independent, privately held registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (initial registration recorded in 1998) and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Its advisory services cover financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm does not identify as an ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$264M in ETFs
37%
$98.6M
48%
$165M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $28.7M | 390,448 | 10.90% |
Location
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1708 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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