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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2011
- Office Locations
- 1
Office Locations
About Blom Levy & Co., LLC
Blom Levy & Co., LLC is a Santa Barbara RIA serving women managing significant wealth for the first time (inheritance, divorce, widowhood), plus entrepreneurs and short-career athletes/artists. The firm uses a household balance sheet approach with investing guidance, retirement safe-spending rates, and behavioral coaching. Investment philosophy is bond-centric—targeting passive-income financial independence via a high-quality bond portfolio (notably municipals and investment-grade credit). Minimum annual advisory fee: $8,000.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $537.2K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KRISTIAN LARS BLOM
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #5479764
- Ownership
- 75% or more
Aimee Proffitt
Partner
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,371,677 | -- |
| Total | $5,371,677 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Blom Levy & Co., LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.