Adviser Profile
| As of Date | 04/29/2026 |
| Registration status | Registration Changed to SAN BLAS ADVISORY, INC. |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 218,880,000 145% |
| of that, discretionary | 216,537,000 306% |
| Number of Employees | 13 86% |
| of those in investment advisory functions | 9 125% |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,143 67% |
| % High Net Worth | 9.47% 122% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds