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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
About Blue Marble Investments
Blue Marble Investments is a Santa Barbara, CA RIA serving retail and institutional clients, including entrepreneurs. The firm provides portfolio construction and broader planning support such as insurance and business-succession guidance. Investment work emphasizes asset allocation using mutual funds and ETFs, with stated interest in ESG/impact and socially responsible themes. Primary custodian includes Charles Schwab.
Reported data analysis
What the numbers show
Between November 12, 2025 and May 7, 2026, reported AUM increased 13.0%, from $181.4M to $205.1M.
Across 5 reported observations, AUM increased 52.5% between December 12, 2022 and May 7, 2026, from $134.5M to $205.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 243 clients, or 81 clients per representative. That equates to $843.9K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Blue Marble Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ARTURO ANDRES TABUENCA
Managing Member, Managing Partner
- CRD
- #2134379
- Ownership
- 75% or more
Linda Smith Shelby
Chief Administrative Officer, Chief Compliance Officer
- CRD
- #1286574
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Sierra Kathryn Smith
--
- CRD
- #7373331
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,057,533 | $498,923 |
| Non-Discretionary | $0 | -- |
| Total | $205,057,533 | $498,923 |
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Separately Managed Accounts
SMA allocation detail is available
Blue Marble Investments has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.