SAN Blas Advisory, Inc.

Overview

SAN Blas Advisory, Inc. is a corporate-structured registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers, and it charges fees using a mix of AUM-based fees, hourly rates, and fixed-fee engagements. SAN Blas is listed as SEC-registered in 2026 and is owned as a domestic entity with individual ownership characteristics. The firm is not identified as an active ESG investor and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices