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BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Advisory

N·SAN LUIS OBISPO, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$423M
1-Year AUM Growth
+22.9%
3-Year CAGR
+20.5%
Employees
7
Assets Under Management
Total AUM$423M
Discretionary AUM$387M
Non-Discretionary AUM$36M
Discretionary %91.4%
Total Clients727
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record16
First FilingMar 27, 2019
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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