SAN BLAS ADVISORY, INC.

SAN BLAS ADVISORY, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 296929). Regulatory assets under management: $218.9M.

Registration

• CRD: 296929
• SEC file number: 801-136018
• Type: Registered investment adviser
• Location: 3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326
• Phone: 404.704.0406
• Latest filing: 2026-05-28
• Regulatory AUM: $218.9M
• Discretionary AUM: $216.5M
• Non-discretionary AUM: $2.3M
• Clients: 13
• Accounts: 665

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296929 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search