Blume Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 26, 2026, reports $857M in regulatory assets under management, 7 employees, 2 offices, and 903 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.3% of total clients.
Top client categories% of clientsClients
1
HNWI
72.3%
175
2
Individuals
27.7%
67
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$857Mas of March 26, 2026
Discretionary100.0%
$857M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$857M
Total Accounts903
10Y AUM Change+$505M (+143.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.