Matthew Burnias
MB Blue GP · Santa Monica, California
Matthew Burnias is a fee-only financial advisor at MB Blue GP in Santa Monica, California. MB Blue GP reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | MB Blue GP |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.6M across 24 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5934575 |
| Exams passed | Series 63 (2011) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.mbblue.com |
How Matthew's firm compares
- MB Blue GP's average account is about $109,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Matthew
Is Matthew Burnias a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and MB Blue GP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, MB Blue GP, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Burnias based?
Matthew Burnias is based in Santa Monica, California.
Is Matthew Burnias registered with the SEC?
Yes. Matthew Burnias is registered as an investment adviser representative in CA (CRD 5934575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MB Blue GP manage?
MB Blue GP reports $2.6M across 24 accounts in assets under management.
How do I contact Matthew Burnias?
Through Matthew's website, www.mbblue.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
- 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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