RIA Intel›Advisers›Georgia›BLAKE FINANCIAL COUNSEL, LLC

BLAKE FINANCIAL COUNSEL, LLC

Advisory

ATLANTA, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$276K

across 162 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

SAGE SOUTHEASTERN SECURITIES, INC.

$45M

CEDAR VALLEY CAPITAL LLC

$45M

BDM INVESTMENTS, INC.

$44M

CG MATON ADVISORY, INC.

$45M

SRC WEALTH ADVISORS LLC

$44M

SMARR FINANCIAL SERVICES INC.

$46M

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