{"url":"https://nivawealth.com/firms/blakeslee-and-blakeslee-financial-advisers-287683","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287683","regulatoryAum":422974204,"crd":"287683","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2575749","suffix":null,"lastName":"BLAKESLEE","firstName":"SAM","middleName":"NORMAN"},{"crd":"1188657","suffix":null,"lastName":"CRYDEN","firstName":"DAVID","middleName":"WILLIAM"},{"crd":"4573977","suffix":null,"lastName":"DARNELL","firstName":"CRAIG","middleName":"STUART"},{"crd":"2965164","suffix":null,"lastName":"FORD","firstName":"DAVID","middleName":"RICHARD"},{"crd":"4888806","suffix":null,"lastName":"HILTSCHER","firstName":"STEPHEN","middleName":"AUGUST"},{"crd":"1623381","suffix":null,"lastName":"Peace","firstName":"Gary","middleName":"Alan"},{"crd":"7506202","suffix":null,"lastName":"Stilson","firstName":"Taylor","middleName":"Tristyn"},{"crd":"5361708","suffix":null,"lastName":"TORRES","firstName":"DEIRDRE","middleName":"MICHELLE"},{"crd":"4919391","suffix":null,"lastName":"WRIGHT","firstName":"TRICEE","middleName":null}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-17","regulatoryAum":148446889,"clients":409,"employees":8,"offices":3},{"filedOn":"2022-03-28","regulatoryAum":224699807,"clients":553,"employees":8,"offices":3},{"filedOn":"2023-06-02","regulatoryAum":214206344,"clients":684,"employees":7,"offices":4},{"filedOn":"2024-06-13","regulatoryAum":263208720,"clients":718,"employees":7,"offices":4},{"filedOn":"2025-04-01","regulatoryAum":308492461,"clients":727,"employees":7,"offices":4},{"filedOn":"2026-03-31","regulatoryAum":422974204,"clients":807,"employees":8,"offices":4}],"secFileNumber":"801-115085","legalName":"Blakeslee & Blakeslee Financial Advisers Inc.","displayName":"Blakeslee & Blakeslee Financial Advisers","slug":"blakeslee-and-blakeslee-financial-advisers-287683","website":"https://mybbfa.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"1101 Marsh St.","city":"San Luis Obispo","state":"CA","stateName":"California","country":"United States","postalCode":"93401"},"tradeNames":[],"registration":{"secApproved":"29 April 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":480573.39899623586,"staff":{"employees":8,"advisory":7,"brokerDealerReps":8,"insuranceAgents":7,"promoters":0},"aum":{"regulatory":422974204,"discretionary":386603074,"discretionaryAccounts":1613,"nonDiscretionary":36371130,"nonDiscretionaryAccounts":6,"wrapProgram":365583450,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":676,"regulatoryAum":151004638},{"label":"High-net-worth individuals","clients":121,"regulatoryAum":232012361},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":36371130},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":3586075}],"feePrograms":[{"role":"main","program":"Integrated Portfolio Management and Financial Planning","feeBasis":"whole_balance","fee_tiers":[{"to":1000000,"pct":0.9,"from":0},{"to":2000000,"pct":0.7,"from":1000000},{"to":5000000,"pct":0.6,"from":2000000},{"to":null,"pct":0.4,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038997","versionId":1038997,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blakeslee & Blakeslee Financial Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blakeslee & Blakeslee Financial Advisers charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Blakeslee & Blakeslee Financial Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blakeslee & Blakeslee Financial Advisers invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blakeslee & Blakeslee Financial Advisers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blakeslee & Blakeslee Financial Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Blakeslee & Blakeslee Financial Advisers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}