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SAN BLAS ADVISORY, INC.
CRD 296929File 801-136018
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$218.9M
Below cohort median (national)
Discretionary AUM
$216.5M
Non-discretionary $2.3M
Clients
665
665 accounts
Employees
13
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 27, 2026
- Principal office
- 3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326
- Phone
- 404.704.0406
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $218.9M
- Discretionary AUM
- $216.5M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 654
- Non-discretionary accounts
- 11
- Total accounts
- 665
- AUM per client
- $329K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $32K |
| High net worth individuals | 63 | $69.5M |
| Individuals (other than high net worth individuals) | 601 | $149.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.