Jeffrey St. Claire
Blume Capital Management · Berkeley, California
Jeffrey St. Claire is a fee-only financial advisor at Blume Capital Management in Berkeley, California. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Blume Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Blume Capital Management |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $856.6M across 903 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3119309 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.blumecapital.com |
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Questions about Jeffrey
Is Jeffrey St. Claire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Blume Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Blume Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jeffrey charge?
According to Blume Capital Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Jeffrey St. Claire based?
Jeffrey St. Claire is based in Berkeley, California.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning and tax planning. Jeffrey works with retirees and founders.
Is Jeffrey St. Claire registered with the SEC?
Yes. Jeffrey St. Claire is registered as an investment adviser representative in CA and TX (CRD 3119309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blume Capital Management manage?
Blume Capital Management reports $856.6M across 903 accounts in assets under management.
How do I contact Jeffrey St. Claire?
Through Jeffrey's website, www.blumecapital.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
- Blume Capital Management 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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