RIA Intel›Advisers›Minnesota›BLUM CAPITAL MANAGEMENT, LLC

BLUM CAPITAL MANAGEMENT, LLC

Advisory

BRAINERD, MN

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in MN

#455

of 511 advisers by AUM

Average account

$181K

across 335 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$59M

Non-Discretionary AUM$2M

Discretionary %96.7%

Total Clients238

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

238 clients

50 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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