SAN BLAS ADVISORY, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 296929
- Registered since
- April 27, 2026
- Website
- www.sanblassecurities.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals68.21%
- HNWI31.77%
- Investment Companies0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
SAN Blas Advisory, Inc. is a corporate investment adviser that serves individuals, families and some institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges clients via a mix of percentage‑of‑AUM fees along with hourly and fixed fees, and it operates with affiliations across broker‑dealer, other investment adviser, and insurance company channels. ESG is not identified as an active investment focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities43%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds11%
- US Government Bonds2%
Owners & executives
1 of 1STEPHEN COLAVITO
Chief Investment OfficerCRD 2418662
Contacts
3 of 10Hyacinth Sikes
Insurance BrokerCRD 6032995
Scott Bremus
Registered RepresentativeCRD 4073006
John Rowoldt
Registered RepresentativeCRD 2616896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3424 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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