# Bledsoe Asset Management, LLC

> Bledsoe Asset Management, LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 145943
- Filed as: BLEDSOE ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145943
- AdvisorCensus page: https://advisorcensus.com/firm/bledsoe-asset-management-llc-phoenix-az-145943

## Quick answers

**How is Bledsoe Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bledsoe Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Bledsoe Asset Management, LLC located?**
Bledsoe Asset Management, LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Bledsoe Asset Management, LLC registered with the SEC or a state?**
Bledsoe Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 145943.

**How much does Bledsoe Asset Management, LLC manage?**
Bledsoe Asset Management, LLC reports $188,991,340 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have Bledsoe Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bledsoe Asset Management, LLC: Regulatory assets under management: $121,177,805 in the October 2021 data and $188,991,340 in the October 2026 data, up 56%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bledsoe Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (47).

**Which custodians does Bledsoe Asset Management, LLC use?**
Bledsoe Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bledsoe Asset Management, LLC 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/145943

**What changed in Bledsoe Asset Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $170,284,734 to $188,991,340 (+11%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,991,340
- Discretionary: $188,991,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $115,098,358 |
| High net worth individuals | 47 | $73,892,982 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,177,805 | 5 | June 4, 2021 |
| October 2022 | $135,271,892 | 5 | February 23, 2022 |
| October 2023 | $124,699,702 | 4 | February 10, 2023 |
| October 2024 | $146,806,642 | 4 | February 6, 2024 |
| October 2025 | $170,284,734 | 5 | February 11, 2025 |
| October 2026 | $188,991,340 | 5 | April 14, 2026 |

Regulatory assets under management: $121,177,805 in the October 2021 data and $188,991,340 in the October 2026 data, up 56%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $170,284,734 to $188,991,340 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bledsoe Asset Management, LLC (CRD 145943): Form ADV filing data as of October 2026.