Atlanta, GA Office

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.