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Ronald Litteral

San Blas Advisory, INC.
11 Years of Experience
2 DisclosuresBroker
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

Tucson, AZ

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History

Regulatory History (2)
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.
Customer Dispute
September 2022
Denied
Customer Dispute
February 2018
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
San Blas Advisory, INC.
November 2025 - Present · 3 mos
Sb Advisory, LLC
October 2025 - Present · 4 mos
San Blas Securities LLC
October 2025 - Present · 4 mos
San Blas Securities LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
January 2023 - March 2025 · 2 yrs 2 mos
Fidelity Brokerage Services LLCBroker
November 2022 - October 2025 · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
October 2014 - September 2022 · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2014 - September 2022 · 7 yrs 11 mos
Cuso Financial Services, L.P.
March 2014 - October 2014 · 7 mos
Cuso Financial Services, L.P.Broker
November 2013 - October 2014 · 11 mos
State Registrations3 states
AZMIOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ronald Litteral - Financial Advisor | TrueAdvisor