A complete list of active advisors currently associated with Blume Capital Management, Inc.

Warmer can help you find a great advisor at Blume Capital Management, Inc. or one who fits your needs even better.

Blume Capital Management provides discretionary investment management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), trusts and estates, pension and profit‑sharing plans, charitable foundations, and private investment funds. The firm also offers investment consulting and oversight, including selection and monitoring of third‑party sub‑advisors for clients with substantial investible assets. The firm’s investment approach emphasizes long‑term investing, a value‑oriented equity emphasis, and diversification across asset classes, with portfolios reviewed quarterly and monitored on an ongoing basis. In implementation it uses mutual funds and ETFs (including Dimensional Fund Advisors funds that require adviser approval), may allocate to private investment funds, and treats cash as an asset class for defensive positioning. Blume Capital is notable among team firms for managing pooled vehicles and an affiliated fund and for a high AUM per advisor (the firm manages over $850 million with a small advisory team, producing AUM per advisor above $200 million). The firm also documents use of artificial intelligence in research under a formal AI policy and maintains written valuation and due‑diligence procedures for private and illiquid investments, which can affect reporting and transferability of those holdings.

To learn more about the advisors currently working at Blume Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.