# Blakeslee & Blakeslee Financial Advisers Inc.

> Blakeslee & Blakeslee Financial Advisers Inc. is an SEC-registered investment advisory firm in San Luis Obispo, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 287683
- Filed as: BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287683
- AdvisorCensus page: https://advisorcensus.com/firm/blakeslee-and-blakeslee-financial-advisers-inc-san-luis-obispo-ca-287683

## Quick answers

**How is Blakeslee & Blakeslee Financial Advisers Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Blakeslee & Blakeslee Financial Advisers Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Blakeslee & Blakeslee Financial Advisers Inc. located?**
Blakeslee & Blakeslee Financial Advisers Inc.'s principal office is in San Luis Obispo, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Blakeslee & Blakeslee Financial Advisers Inc. registered with the SEC or a state?**
Blakeslee & Blakeslee Financial Advisers Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 287683.

**How much does Blakeslee & Blakeslee Financial Advisers Inc. manage?**
Blakeslee & Blakeslee Financial Advisers Inc. reports $422,974,204 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (91% discretionary).

**How have Blakeslee & Blakeslee Financial Advisers Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Blakeslee & Blakeslee Financial Advisers Inc.: Regulatory assets under management: $148,446,889 in the October 2021 data and $422,974,204 in the October 2026 data, up 185%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blakeslee & Blakeslee Financial Advisers Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (676); high net worth individuals (121); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Blakeslee & Blakeslee Financial Advisers Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287683

**Does Blakeslee & Blakeslee Financial Advisers Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no account minimum for BBFA services."

**What changed in Blakeslee & Blakeslee Financial Advisers Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $308,492,461 to $422,974,204 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> There is no account minimum for BBFA services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $422,974,204
- Discretionary: $386,603,074
- Non-discretionary: $36,371,130

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 676 | $151,004,638 |
| High net worth individuals | 121 | $232,012,361 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $36,371,130 |
| Charitable organizations | 4 | $3,586,075 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, IL, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Paso Robles, CA
- San Luis Obispo, CA
- Santa Maria, CA

### Websites listed on Form ADV (Item 1.I)
- mybbfa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $148,446,889 | 8 | May 17, 2021 |
| October 2022 | $224,699,807 | 8 | March 28, 2022 |
| October 2023 | $214,206,344 | 7 | June 2, 2023 |
| October 2024 | $263,208,720 | 7 | June 13, 2024 |
| October 2025 | $308,492,461 | 7 | April 1, 2025 |
| October 2026 | $422,974,204 | 8 | March 31, 2026 |

Regulatory assets under management: $148,446,889 in the October 2021 data and $422,974,204 in the October 2026 data, up 185%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $308,492,461 to $422,974,204 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blakeslee & Blakeslee Financial Advisers Inc. (CRD 287683): Form ADV filing data as of October 2026.