Blakeslee & Blakeslee Financial Advisers provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 800 clients last fiscal year.
Blakeslee & Blakeslee Financial Advisers reports 807 clients. They include 676 individual clients, 121 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 91.4% ($387M across 1,613 accounts) are managed with discretion; $36.4M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $366M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 15% | 55% |
| Pension and profit-sharing plans | <1% | 9% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 676 | $151M | 35.7% | $223K |
| High-net-worth individuals | 121 | $232M | 54.9% | $1.92M |
| Pension and profit-sharing plans | 6 | $36.4M | 8.6% | $6.06M |
| Charitable organizations | Fewer than 5 | $3.59M | 0.8% | $897K |
| Total | 807 | $423M | 100% | — |
- Clients
- 676
- Regulatory AUM
- $151M
- AUM share
- 35.7%
- Avg. per client
- $223K
- Clients
- 121
- Regulatory AUM
- $232M
- AUM share
- 54.9%
- Avg. per client
- $1.92M
- Clients
- 6
- Regulatory AUM
- $36.4M
- AUM share
- 8.6%
- Avg. per client
- $6.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.59M
- AUM share
- 0.8%
- Avg. per client
- $897K
Total
- Clients
- 807
- Regulatory AUM
- $423M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 800
Blakeslee & Blakeslee Financial Advisers charges 0.40%–0.90% a year for its Integrated Portfolio Management and Financial Planning. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.90% |
| $1M–$2M | 0.70% |
| $2M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Sam Blakeslee owns 50% to 75% of Blakeslee & Blakeslee Financial Advisers. Sam Blakeslee is CEO; the leadership team includes Chief Investment Officer Craig Darnell and Chief Operating Officer Deirdre Torres. It has 8 employees, 7 of them in advisory roles.
Leadership
Sam BlakesleePresident & Chief Executive Officer- Deirdre TorresChief Operating Officer & Chief Compliance Officer
- Craig DarnellChief Investment Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 7 in advisory functions
- 8 state-registered reps
- 8 broker-dealer reps
- 7 insurance agents
- Owns 50% to 75% of Blakeslee & Blakeslee Financial Advisers Inc.
Sam Blakeslee
Control person · since November 2016
- Owns 10% to 25% of Blakeslee & Blakeslee Financial Advisers Inc.
Craig Darnell
Control person · since January 2017
- Owns 10% to 25% of Blakeslee & Blakeslee Financial Advisers Inc.
Deirdre Torres
Control person · since January 2019
Blakeslee & Blakeslee Financial Advisers’ regulatory assets grew 2.8× from $148M (May 2021) to $423M (March 2026); clients rose from 409 to 807 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $423M | 807 | 8 | 4 |
| April 2025 | $308M | 727 | 7 | 4 |
| June 2024 | $263M | 718 | 7 | 4 |
| June 2023 | $214M | 684 | 7 | 4 |
| March 2022 | $225M | 553 | 8 | 3 |
| May 2021 | $148M | 409 | 8 | 3 |
Besides its headquarters, Blakeslee & Blakeslee Financial Advisers has 3 offices, with 4 listed addresses in California.
California · 4 listed addresses
- 1101 Marsh St., San Luis ObispoHQ
- 544 12th Street, Paso Robles
- 125 Union Avenue, Suite 103, Santa Maria
- 1129 Marsh Street, San Luis Obispo
Contact and registration details
- Legal name
- Blakeslee & Blakeslee Financial Advisers Inc.
- Headquarters
- 1101 Marsh St., San Luis Obispo, CA 93401
- Website
- mybbfa.com
- Phone
- 805-543-4366
- SEC file
- 801-115085
- Structure
- California corporation
- Fiscal year end
- December
Blakeslee & Blakeslee Financial Advisers does not have custody of client assets.
At year end, Blakeslee & Blakeslee Financial Advisers’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks3%
- Funds90%
- Bonds1%
- Cash6%
How many clients does Blakeslee & Blakeslee Financial Advisers have?
Blakeslee & Blakeslee Financial Advisers has 807 clients and manages $423 million for them, as of March 2026. They include 676 individual clients, 121 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Blakeslee & Blakeslee Financial Advisers offer?
Blakeslee & Blakeslee Financial Advisers provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blakeslee & Blakeslee Financial Advisers charge?
Blakeslee & Blakeslee Financial Advisers charges 0.40%–0.90% a year for its Integrated Portfolio Management and Financial Planning. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.
Source: BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. WRAP FEE PROGRAM BROCHURE, filed 31 March 2026
How many financial advisors does Blakeslee & Blakeslee Financial Advisers have?
Blakeslee & Blakeslee Financial Advisers has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blakeslee & Blakeslee Financial Advisers invest in?
At the end of its last fiscal year, Blakeslee & Blakeslee Financial Advisers’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 3% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blakeslee & Blakeslee Financial Advisers?
Blakeslee & Blakeslee Financial Advisers’ direct owners are Sam Blakeslee (50% to 75%), Craig Darnell (10% to 25%) and Deirdre Torres (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Blakeslee & Blakeslee Financial Advisers get paid?
Blakeslee & Blakeslee Financial Advisers is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blakeslee & Blakeslee Financial Advisers?
Blakeslee & Blakeslee Financial Advisers’ main office is at 1101 Marsh St., San Luis Obispo, CA 93401. Its phone number is 805-543-4366. Its website is mybbfa.com.