BLUME CAPITAL MANAGEMENT, INC.
SEC RegisteredExperienced investing, personalized advice
About the firm
Blume Capital provides investment advisory and financial planning services to clients who value a disciplined, long-term approach to growing and protecting their assets. The firm was launched in 1993 by founder Jim Blume to provide unbiased financial guidance and investment advice to individuals and families. Blume Capital operates in a distinctly non-institutional setting, with principals who have decades of investment experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (value-oriented, research-driven, diversified portfolio construction focused on high quality securities at a discount to intrinsic value) and financial planning (including retirement planning, estate and wealth transfer, tax planning, charitable giving, and special needs and elder care planning).
Who they serve
Individuals and families who value a disciplined, long-term approach to growing and protecting their assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $21M |
| High Net Worth Individuals | 175 | $834M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUME CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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