Kimson Huu Cao
Investment adviser representative at San Blas Advisory, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$218.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- San Blas Advisory, Inc.Jun 2026 to now
- Edward JonesNov 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
San Blas Advisory, Inc.
$218.9MAssets managed
665Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4357783
- Firm CRD
- 296929