San Blas Advisory, Inc.
● SEC registered since 2026CRD 296929SEC# 801-136018Atlanta, GA
Reg. AUM
$218.9M
Employees
13
Accounts
665
Location
Atlanta, GA
San Blas Advisory, Inc. assets under management
San Blas Advisory, Inc. is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2026. It reports $218.9 million in regulatory assets under management and employs 13 people.
San Blas Advisory, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexys Ulando McKenzie Control | Ceo | Under 5% | 2022 |
| Ifs Group, Inc. Control | Owner | Over 75% | 2022 |
| John Rowoldt Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does San Blas Advisory, Inc. manage?
San Blas Advisory, Inc. reports $218.9 million in regulatory assets under management on its Form ADV.
How many employees does San Blas Advisory, Inc. have?
San Blas Advisory, Inc. reports 13 employees.
Where is San Blas Advisory, Inc. located?
San Blas Advisory, Inc. is based in Atlanta, GA and has been SEC-registered since 2026.
Does San Blas Advisory, Inc. disclose fund performance?
San Blas Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3424 Peachtree Road NE, Suite 2200, Atlanta, GA 30326 |
| Phone | 404.704.0406 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$218.9Mregulatory AUM
Discretionary $216.5MNon-discretionary $2.3M