Samaya Patel

BLUME CAPITAL MANAGEMENT

BERKELEY, CA 94709

CRD#: 8111846

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Professional summary

Samaya Patel is a registered financial advisor currently at BLUME CAPITAL MANAGEMENT, INC. located in Berkeley, California.

Samaya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samaya has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samaya Patel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 22, 2025 - Present

BLUME CAPITAL MANAGEMENT, INC.

Office #1: 1708 Shattuck Ave., Berkeley, CA 94709

RIA

CRD#: 111768

BERKELEY, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUME CAPITAL MANAGEMENT, INC.

BLUME CAPITAL MANAGEMENT, INC. | JAMES B. BLUME, INC. | BLUME, JAMES BERYL

CRD#: 111768 / SEC#: 801-55922

RIA

Registered Investment Advisory firm - (10/1/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2025

Uniform Investment Adviser Law Examination

Current Firm

BLUME CAPITAL MANAGEMENT, INC.

BLUME CAPITAL MANAGEMENT, INC. | JAMES B. BLUME, INC. | BLUME, JAMES BERYL

CRD#: 111768 / SEC#: 801-55922

RIA

Registered Investment Advisory firm - (10/1/1998 Approved)

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Contact information

Main Address

1708 Shattuck Ave., Berkeley, CA 94709

Mailing Address

Phone number

(510) 549-3534

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUME CAPITAL MANAGEMENT FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	871
AUM (Assets Under Management)	$ 696,128,093

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samaya Patel

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samaya Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUME CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

BLUME CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2025

Current Firm

BLUME CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUME CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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