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BLUME CAPITAL MANAGEMENT, INC.
CRD 111768 · SEC 801-55922
1708 SHATTUCK AVE., BERKELEY, CA, 94709, United States
Phone
510-549-3534
Fax
510-644-3410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$856.6M
Discretionary AUM
$856.6M
Team
7 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $21.5M |
| High net worth individuals | 175 | $834.5M |
States served
CA, MA, NY, OR, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD