SAN Blas Advisory, Inc.

Overview

SAN Blas Advisory, Inc. is an independent registered investment adviser that began SEC registration in 2026. The firm serves both individuals and families as well as institutional clients and combines financial planning with portfolio management for individuals and small businesses. SAN Blas also performs selection of other advisers, and it identifies itself as a capital allocator — directing client capital into third‑party managers when appropriate. Its fee model includes percentage of AUM fees alongside hourly and fixed‑fee arrangements. The firm lists industry relationships that include a broker‑dealer, another investment adviser, and an insurance company. SAN Blas does not identify as an active ESG investor.

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Public Holdings

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Location & Offices