CRD: 316552
Blum Capital Management, LLC
$60.7M Total AUM
$58.7M Disc. AUM
-- 3Y CAGR
1 Employees
250 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Foundation quantumDelta
- Established Date
- 10-12-2022
- Office Locations
- 1
Office Locations
724 West Washington Street Brainerd MN
About Blum Capital Management, LLC
Blum Capital Management, LLC is a Brainerd, MN-based advisory firm providing investment and retirement planning, risk management, estate conservation, and life insurance support. The team builds goal-based roadmaps with ongoing advice, and also consults on ERISA retirement plans for small businesses and larger employers. Investment implementation commonly uses mutual funds and ETFs with fixed-income exposure.
Team overview
44 AVG AGE
$60.7M AVG AUM / ADVISOR
$242.6K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Unlock to compare peer behavior around focus meridian.
Premium access reveals conviction themes in alpha summit momentum.
Unlock to see real insight on radial element.
Upgrade to reveal position-level detail across glacier ember.
Unlock to see real insight on ember pioneer capital.
See the complete signal summary connected to focus vital.
Premium access reveals conviction themes in capital signal.
Open the full profile to inspect shifts in north summit.
Asset Classes
Zenith Value
Client Personas
Focus vital
Custodian
Glacier Unison peak Catalyst value Horizon bridge Beacon capital Ember signal
Investment Themes
Zenith beacon Matrix Peak capital
Investment Vehicles
Delta north Pathway horizon
Services
Pathway Beacon Vital summit Catalyst Vertex focus Vital optima Focus Wave eagle
Technology
Vertex Bridge
Owner & Executives
SAMUEL MICHAEL BLUM
Financial Advisor, President
- CRD
- #6379219
- Ownership
- 75% or more
(928) 612-9410
optima.peak@valuecapital.com
in linkedin.com/in/horizon-insight
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,657,233 | -- |
| Non-Discretionary | $2,001,171 | -- |
| Total | $60,658,404 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,658,404
Public Funds:
26.9% U.S. Government/Agency:
8.1% Equity - Exchange:
6.3% Cash:
30.5% Municipal Bonds:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $638,951,700 | 26.9% |
| U.S. Government/Agency | $192,398,095 | 8.1% |
| Equity - Exchange | $149,642,963 | 6.3% |
| Cash | $724,461,964 | 30.5% |
| Municipal Bonds | $669,830,407 | 28.2% |
| Total | $2,375,285,129 | 100.0% |