San Blas Advisory, Inc.
- Regulatory AUM
- $219M
- Discretionary
- $217M
- Clients
- 665
- Avg AUM / client
- $329K
- Accounts
- 665
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 601 | $149M | 68.2% |
| High net worth individuals | 63 | $69.5M | 31.8% |
| Investment companies | 1 | $32.0K | 0.01% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hyacinth Renee Sikes | Registered representative | Jan 2020 (7y) | ||
| Ronald B Doweidt | Registered representative | Apr 2022 (4y) | ||
| Michael David Mohlman | Registered representative | Apr 2022 (4y) | ||
| Scott Michael Bremus | Registered representative | Mar 2025 (1y) | ||
| John Burton Rowoldt | Registered representative | Apr 2025 (1y) | ||
| Walter Macree Hester | Registered representative | Sep 2025 (1y) | ||
| John Cadena | Registered representative | Jan 2026 (1y) | ||
| Steven Gregory Price | Registered representative | Mar 2026 (0y) | ||
| Kimson Huu Cao | Registered representative | CFP | Jun 2026 (0y) | |
| Jeffrey Rodriguez Aponte | Registered representative | Jun 2026 (0y) | ||
| Kevin William La Mont | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $219M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗