San Blas Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$218,848,000
Clients
664
Advisors
11
across 3 offices
About
San Blas Advisory, Inc. provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and businesses, managing about $218.9 million for roughly 664 clients. Services include direct management of individual equities, mutual funds, ETFs, UITs and options, as well as hourly, limited, and comprehensive financial planning engagements.
The firm’s investment approach combines fundamental, technical and qualitative analysis and may use asset‑allocation models with mutual funds and ETFs or concentrated investments in financially strong, undervalued stocks. SBAI also makes use of correspondent and custodian relationships (notably Charles Schwab), and it facilitates access to third‑party money managers on Schwab’s platform while allowing clients to impose account restrictions.
What distinguishes San Blas from many peer team firms is its broader operating footprint (ten offices) and formal affiliation by common principals with an affiliated broker‑dealer, San Blas Securities; some IARs are registered with that broker‑dealer and may effect brokerage or insurance sales. The brochure discloses that the firm may receive referral compensation for recommending turnkey or third‑party money managers and that IARs may receive commissions for brokerage or insurance transactions, and it describes policies (a Code of Ethics, account-review and recommendation‑selection policies) intended to address those conflicts.
Client services
Expertise
Fee options
Comprehensive financial planning fee up to $15,000; negotiable
$0 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000+: 1.00%
Up to $200/hour for financial planning and consulting services; fees negotiable
Fee-only: Hourly fees up to $200/hour (negotiable)
Main office
See office3424 Peachtree Road NE, Suite 2200
Atlanta GA 30326
Advisors at this office
1
Offices (3)
Most active in
Alabama · Arizona · California · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Mississippi · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Virginia
Also doing business as
Es Advisory · Es Advisory Group · San Blas Advisory, Inc. · San Blas Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott B
Series 66
Atlanta, GA
San Blas Advisory, Inc.
Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million for around 664 clients, utilizing a combination of fundamental, technical, and qualitative analysis in its investment approach.
Steven P
Series 66
St. Petersburg, FL
San Blas Advisory, Inc.
Steven Price is a financial advisor at San Blas Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial, CL Wealth Management LLC, and Cabot Lodge Securities LLC. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis in its investment approach and manages a range of investment vehicles including equities, mutual funds, ETFs, and options.
Ronald D
Series 66
Naperville, IL
San Blas Advisory, Inc.
Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)