Bryan Trochessett
San Blas Capital · Port St. Joe, Florida
Bryan Trochessett is a fee-only financial advisor at San Blas Capital in Port St. Joe, Florida. Bryan charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | San Blas Capital |
|---|---|
| Based in | Port St. Joe, Florida |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $21.9M across 37 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4403771 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sanblascap.com |
| Profile |
How Bryan's firm compares
- San Blas Capital's average account is about $591,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Bryan
Is Bryan Trochessett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and San Blas Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan charges a percentage of assets.
Does Bryan work with clients virtually?
Yes. San Blas Capital says on its website that it works with clients remotely.
Where is Bryan Trochessett based?
Bryan Trochessett is based in Port St. Joe, Florida.
What does Bryan specialize in?
Bryan's specialties include retirement planning. Bryan works with pre-retirees, retirees and multi-generational families.
Is Bryan Trochessett registered with the SEC?
Yes. Bryan Trochessett is registered as an investment adviser representative in FL (CRD 4403771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does San Blas Capital manage?
San Blas Capital reports $21.9M across 37 accounts in assets under management.
How do I contact Bryan Trochessett?
Through Bryan's website, sanblascap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- San Blas Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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