ATLANTA, GACRD 296929Registration Status: ApprovedEffective since April 27, 2026Latest ADV May 28, 2026
San Blas Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated May 28, 2026, reports $219M in regulatory assets under management, 13 employees, 4 offices, and 665 accounts.
Assets Under Management
$219M
Employees
13
Offices
4 offices
Total Clients
665
Primary office
ATLANTA, GA
3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
601
2
HNWI
9.5%
63
3
Investment Cos.
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of May 28, 2026
Discretionary98.9%
$217M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
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.
Total AUM$219M
Total Accounts665
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee51:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.