BLUME CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 111768
- Registered since
- October 1, 1998
- Website
- www.blumecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.41%
- Individuals2.5%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blume Capital Management, Inc. is an independent, SEC‑registered advisory firm established in 1998 and organized as a corporation with individual ownership. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services, including management for pooled investment vehicles and for individuals or small businesses. Fee arrangements include percentage‑of‑AUM pricing as well as hourly and fixed fees. Blume is not identified as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1JEFFREY ST. CLAIRE
CEOCRD 3119309
Contacts
3 of 4PETER REIDENBACH
PartnerCRD 5892558
Samaya Patel
Equity Research AnalystCRD 8111846
JAMES BLUME
ChairmanCRD 4392313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$231M in ETFs
44%
$101M
45%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $22.6M | 635,052 | 9.78% |
Location
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1708 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
AFFINITY CAPITAL ADVISORS LLC
RIABERKELEY, CA
NORTH BERKELEY WEALTH MANAGEMENT, LLC
RIABERKELEY, CA
ELMWOOD WEALTH MANAGEMENT
RIABERKELEY, CA
HONTE ADVISORS LLC
RIABERKELEY, CA
WILLOW GROVE ADVISORS, LLC
RIABERKELEY, CA
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
RIABERKELEY, CA