Firm
San Blas Capital
Port St. Joe, Florida
Fee-only
San Blas Capital at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 37 individual clients, 6 of them high net worth.
- Its average account is about $591,000 (assets it manages divided by its 37 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Port St. Joe, Florida |
|---|---|
| Website | sanblascap.com |
| Phone | (850) 591-8140 |
San Blas Capital fees
San Blas Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 31 |
| High-net-worth clients | 6 |
| Accounts managed | 37 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 140971 |