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, 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley, CA
| 0
| |
Berkeley, CA
| 15
| |
Berkeley, CA
| 12
| |
Berkeley, CA
| 9
|
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