San Blas Advisory, INC.: new SEC registration, $219M AUM, Atlanta, GA
San Blas Advisory, INC. (Atlanta, Georgia): new SEC registration, $219M AUM, Atlanta, GA. Its amount of 219 is above the median of 134 (70th percentile). Dated 191 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 219 · 70th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | San Blas Advisory, INC. |
| Legal name | San Blas Advisory, INC. |
| CRD | 296929 |
| Status | Approved |
| Registered with the SEC | 2026-04-27 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $218,880,000 |
| Accounts | 665 |
| Employees | 13 |
| Website | http://www.thehendersonfinancialgroup.com/ |
| amount percentile | 70th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: San Blas Advisory, INC. and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- San Blas Advisory, INC.'s amount: 70th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $219M under management.
- Website on file.
What is the NewRiaPulse record for San Blas Advisory, INC. in Atlanta, Georgia?
San Blas Advisory, INC. received SEC registration as an investment adviser (2026-04-27) with $218,880,000 in regulatory assets under management, based in Atlanta, GA.
How does San Blas Advisory, INC. compare to other Georgia NewRiaPulse records?
Its amount of 219 sits in the upper half (70th percentile) of 1,149 records; the median is 134. It is 191 days old; check the official source for later updates before acting.
San Blas Advisory, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| San Blas Advisory, INC. | Atlanta, GA | 219 | 70th | 2026-04-27 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.