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SAN BLAS ADVISORY, INC.

ATLANTA, GA · CRD 296929 · IAPD ↗ · thehendersonfinancialgroup.com · 404.704.0406

$218.9MRegulatory AUM
9Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — SAN BLAS ADVISORY, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2026 — SAN BLAS ADVISORY, INC. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — SAN BLAS ADVISORY, INC. (ATLANTA, GA) is newly SEC-registered with $218.9M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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