San Blas Advisory, Inc.

RIASEC Registered

Total AUM

$219M

Discretionary

$217M

99% of AUM

Avg account

$329K

Accounts

665

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 296929
Registered since: April 27, 2026
Website: www.sanblassecurities.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals68.21%
HNWI31.77%
Investment Companies0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SAN Blas Advisory, Inc. is an independent registered investment adviser that began its SEC registration in 2026. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements vary by client and include percentage-of-AUM billing alongside hourly and fixed-fee options. SAN Blas maintains industry relationships with broker-dealers, other investment advisers, and an insurance company.