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BLUME CAPITAL MANAGEMENT, INC.

BERKELEY, CA · CRD 111768 · IAPD ↗ · blumecapital.com · 510-549-3534

$856.6MRegulatory AUM
2Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — BLUME CAPITAL MANAGEMENT, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — BLUME CAPITAL MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.