$21.9M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2006
- Office Locations
- 1
Office Locations
-- Port St. JOE FL
About SAN Blas Capital, LLC
San Blas Capital is an independent, fee-only wealth manager in Port St. Joe, Florida, providing long-term, client-first wealth management for individuals and business owners. Portfolios are predominantly equity ETFs and index-oriented strategies, custodied at Charles Schwab, making it a boutique, founder-led RIA for ETF solutions.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
$591.2K AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
BRYAN KEVIN TROCHESSETT
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4403771
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,356,000 | -- |
| Non-Discretionary | $2,520,000 | -- |
| Total | $21,876,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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