San Blas Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$218,848,000
Clients
664
9% high-net worth
Advisors
2
of 13 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
332
Very HighAverage account size
$329,590
About
San Blas Advisory, Inc. provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and businesses, offering both discretionary and non‑discretionary portfolio management as well as comprehensive, limited, and hourly planning. As of December 31, 2025, the firm reported roughly $219 million in assets under management, with the vast majority managed on a discretionary basis.
The firm’s advisers use a mix of fundamental, technical, and qualitative analysis to construct portfolios that may include individual equities, mutual funds, ETFs, UITs and options, and they employ asset‑allocation and value‑oriented strategies tailored to client suitability. San Blas also uses correspondent platforms—most notably Charles Schwab—to access turnkey money managers and to implement account‑level restrictions requested by clients.
Compared with many peers, San Blas has an uncommon organizational profile: it operates five offices while maintaining a small adviser team and is affiliated with an in‑house broker‑dealer, San Blas Securities, and with insurance activities, meaning some advisers may transact as registered representatives and sell insurance products. The firm notes it receives referral compensation for recommending third‑party money managers and recently transitioned from state to SEC registration as assets grew, and it describes policies intended to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Comprehensive financial planning fees up to $15,000, negotiable
$0 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000+: 1.00%
Commissions received by IARs for brokerage and insurance product sales outside advisory agreements; potential conflicts of interest disclosed
Maximum $200/hour for financial planning and consulting, negotiable
Fee-only: Hourly financial planning and consulting fees up to $200/hour, negotiable; Comprehensive financial planning up to $15,000, negotiable; Limited financial planning up to $200/hour, negotiable
Main office location
San Blas Advisory, Inc.
3424 Peachtree Road Ne, Suite 2200
Atlanta GA 30326, United States
Number of offices
5
Most active in
Florida · Georgia · Idaho · Illinois · Indiana · Michigan · Missouri · North Carolina · Ohio · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")