# SAN BLAS ADVISORY, INC.

SAN BLAS ADVISORY, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 296929
- Type: SEC-registered investment adviser
- SEC file number: 801-136018
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Alexys Ulando Mckenzie | CEO; OWNER | — |
| John Rowoldt | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296929/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296929/similar
- Related entities: https://search.stillhousedata.com/firm/296929/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296929

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.