Steven G. Blum and Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Swarthmore, PA.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.9% of total clients.
Top client categories% of clientsClients
1
HNWI
72.9%
51
2
Individuals
27.1%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 6, 2026
Discretionary41.2%
$74M
41% of total RAUM41.2%
Non-discretionary58.8%
$106M
59% of total RAUM58.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$180M
Total Accounts401
10Y AUM Change+$59M (+48.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee23:1
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.