$856.6M Total AUM
$856.6M Disc. AUM
16.6% 3Y CAGR
7 Employees
242 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationTimber
- Established Date
- 10-01-1998
- Office Locations
- 1
Office Locations
1708 Shattuck Ave. Berkeley CA
About Blume Capital Management, Inc.
Blume Capital is a Berkeley, CA RIA founded in 1993 by Jim Blume, providing unbiased investment advice and highly personalized financial counsel to individuals and families. The firm emphasizes transparent, goals-based guidance in a distinctly non-institutional setting and follows a value-focused investing discipline. Custody includes Charles Schwab & Co.
Team overview
49 AVG AGE
$428.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
8.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
4 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Horizon atlas Signal frontier Ridge
Client Personas
Vertex vector Legacy
Investment Themes
Vector Vertex Alpha delta Insight
Investment Vehicles
Momentum optima Optima Timber
Services
Atlas unison Crest Insight Fusion summit Oak pioneer Atlas
Technology
Frontier Prime optima
Owner & Executives
J
JAMES BERYL BLUME
Chairman
- CRD
- #4392313
- Ownership
- 25% but less than 50%
(426) 479-2980
bridge.ember@vertexcapital.com
in linkedin.com/in/legacy-zenith
PETER BRAY REIDENBACH
Chief Investment Officer, President
- CRD
- #5892558
- Ownership
- 25% but less than 50%
(321) 367-9554
wave.frontier@primecapital.com
in linkedin.com/in/crest-value
O
Oak ember
Meridian ember element
- CRD
- #94739
- Ownership
- 16.2%
(917) 221-4894
element.alpha@horizoncapital.com
in linkedin.com/in/vital-north
Showing 2 of 3 owners & executives
Unlock allContacts
S
Samaya Patel
--
- CRD
- #8111846
(767) 859-5096
horizon.wave@pathwaycapital.com
in linkedin.com/in/oak-pathway
A
AMY STOEPLER THACHER
Investment Advisor
- CRD
- #2690092
(458) 548-7654
summit.delta@crestcapital.com
in linkedin.com/in/legacy-unison
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $856,631,801 | $948,651 |
| Non-Discretionary | $0 | -- |
| Total | $856,631,801 | $948,651 |
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Separately Managed Accounts
Total SMA Asset: $856,631,801
Equity - Exchange:
53.4% Public Funds:
18.4% Cash:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,560,996,065 | 53.4% |
| Public Funds | $537,871,303 | 18.4% |
| Cash | $824,346,236 | 28.2% |
| Total | $2,923,213,604 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR FOUNDATION | OPTIMA PATHWAY | LCDFF8TPL | JGO | 12.46% | $59,919,388 |
| OAK FUSION HARBOR | FOUNDATION VITAL | CDOZZ3FH7 | JRSXC | 9.41% | $58,042,098 |
| SUMMIT ELEMENT | WAVE WAVE | 24EFLME3J | JBI | 0.71% | $7,481,421 |
| INSIGHT FUSION SUMMIT | MOMENTUM SIGNAL | RA66WSYJE | TZXBY | 10.80% | $12,417,592 |
| BRIDGE SUMMIT MOMENTUM | EAGLE CAPITAL | 2W59RS0EP | ZYSMM | 6.95% | $111,262,762 |
| MOMENTUM CREST UNISON | MATRIX NORTH | QTZ1488FN | WUTR | 2.09% | $29,897,220 |
| QUANTUM ELEMENT ZENITH | HORIZON FOUNDATION | MZ05AF9JO | AXJCV | 1.57% | $6,341,141 |
| VECTOR CREST FOUNDATION | LEGACY FRONTIER | 85NAEG3IZ | ADOX | 5.97% | $89,165,419 |