Samaya Patel
Blume Capital Management · Berkeley, California
Samaya Patel is a fee-only financial advisor at Blume Capital Management in Berkeley, California. Samaya 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 · CRD 8111846 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.blumecapital.com |
| Profile |
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Questions about Samaya
Is Samaya Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samaya 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 Samaya charge for financial advice?
Samaya's firm, Blume Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Samaya charge?
According to Blume Capital Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Samaya Patel based?
Samaya Patel is based in Berkeley, California.
What does Samaya specialize in?
Samaya's specialties include retirement planning, estate & legacy planning and tax planning. Samaya works with retirees and founders.
Is Samaya Patel registered with the SEC?
Yes. Samaya Patel is registered as an investment adviser representative in CA (CRD 8111846), 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 Samaya Patel?
Through Samaya'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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