| 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 |
San Blas Advisory, Inc. reports $218.9 million in regulatory assets under management on its Form ADV.
San Blas Advisory, Inc. reports 13 employees.
San Blas Advisory, Inc. is based in Atlanta, GA and has been SEC-registered since 2026.
San Blas Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $216.5M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $218.9M |