Blume Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blume Capital Management provides discretionary investment management and standalone financial planning and consulting to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, charitable foundations, and private investment funds. Services include asset allocation, securities selection and ongoing portfolio monitoring, with periodic client reviews and customized planning engagements.
The firm’s investment approach emphasizes long‑term, value‑oriented equity exposure combined with diversification across asset classes and the explicit treatment of cash as an asset class; portfolios are implemented using mutual funds, ETFs (including Dimensional Fund Advisors funds), individual securities and, for qualified clients, alternative and private investment vehicles. Blume Capital normally manages accounts on a discretionary basis, may retain sub‑advisors for very large mandates, conducts quarterly reviews, and uses artificial intelligence tools for research and analysis while retaining human oversight of decisions.
Distinctive features include management of pooled investment vehicles and due diligence/advisory services for unaffiliated private funds as part of its practice, with such fund holdings included in firm AUM and fee calculations, a capability that is less common among team firms. With approximately $856.6 million in regulatory AUM, the firm oversees a level of assets that results in materially higher AUM per advisor than many peers, and it maintains operational policies (including DFA fund access rules and an AI governance policy) that affect investment implementation and portability.
Client services
Expertise
Fee options
Negotiable fixed fees generally ranging from $2,500 to $7,500 depending on level/scope of service
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.60%
$400 to $800 per hour depending upon the engagement
Account minimum: $2,500,000
Main office
1708 Shattuck Ave.
Berkeley CA 94709
Advisors at this office
4
Most active in
California · Florida · Massachusetts · New York · Oregon · Texas · Virginia
Also doing business as
Blume Capital Management, Inc. · Blume, James Beryl · James B. Blume, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Samaya P
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital, she worked at Cisco Systems and has academic experience from the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, using mutual funds, ETFs, and alternative investments for qualified clients.
Peter R
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.
Jeffrey S
Series 65
Berkeley, CA
Blume Capital Management, Inc.
Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.
Amy T
CFP®, Series 63
Berkeley, CA
Blume Capital Management, Inc.
Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.
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