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SB
SB

Scott Michael Bremus

San Blas Advisory, INC.
25 Years of Experience
5 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
San Blas Advisory, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
446 clients
Average Client Portfolio
$300K average
Assets Under Management
$133.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2078 Teron Trace, suite 100, Dacula, GA, 30019

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2023
Final
Employment Separation After Allegations
October 2021
Customer Dispute
June 2009
Settled
Customer Dispute
June 2008
Denied
Regulatory
May 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott is associated with Fourth Fifth, LLC, a business entity for tax/expense purposes, since 2016. He spends minimal time on this activity.

Employment History
Current Registrations
San Blas Advisory, INC.
March 2025 - Present · 11 mos
Previous Registrations
Eudaimonia Partners, LLC
February 2022 - April 2025 · 3 yrs 2 mos
Hamilton Investment Counsel, LLC
October 2016 - November 2021 · 5 yrs 1 mo
LPL Financial LLCBroker
October 2016 - October 2021 · 5 yrs
Sterne Agee Investment Advisor Services, INC.
June 2016 - November 2016 · 5 mos
Sterne Agee Asset Management, INC.
October 2009 - June 2016 · 6 yrs 8 mos
Sterne Agee Financial Services, INC.Broker
October 2009 - November 2016 · 7 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Citigroup Global Markets INC.
February 2004 - June 2009 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2004 - June 2009 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - March 2004 · 4 yrs 2 mos
State Registrations3 states
GANCSC
Advisor
Exams
No exam information available for this advisor.
Scott Michael Bremus - Financial Advisor | TrueAdvisor