RIA Intel›Advisers›Texas›BLUM FINANCIAL, LP

BLUM FINANCIAL, LP

Advisory

N·RICHARDSON, TX

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$209M

1-Year AUM Growth

+8.8%

3-Year CAGR

+10.4%

Employees

1

Assets Under Management

Total AUM$209M

Discretionary AUM$183M

Non-Discretionary AUM$26M

Discretionary %87.7%

Total Clients196

Team

Total Employees1

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingDec 22, 2008

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BLUM FINANCIAL, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.