RIA Intel›Advisers›California›BLUME CAPITAL MANAGEMENT, INC.

BLUME CAPITAL MANAGEMENT, INC.

Advisory

N·BERKELEY, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$857M
1-Year AUM Growth
+8.8%
3-Year CAGR
+6.2%
Employees
2
Assets Under Management
Total AUM$857M
Discretionary AUM$857M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients234
Team
Total Employees2
Investment Advisers7
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record62
First FilingApr 25, 2001
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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