# Bleeck Financial Management, Inc.

> Bleeck Financial Management, Inc. is a state-registered investment advisory firm in Carmel, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 132124
- Filed as: BLEECK FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132124
- AdvisorCensus page: https://advisorcensus.com/firm/bleeck-financial-management-inc-carmel-ca-132124

## Quick answers

**How is Bleeck Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bleeck Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bleeck Financial Management, Inc. located?**
Bleeck Financial Management, Inc.'s principal office is in Carmel, CA, according to its Form ADV.

**Is Bleeck Financial Management, Inc. registered with the SEC or a state?**
Bleeck Financial Management, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 132124.

**How much does Bleeck Financial Management, Inc. manage?**
Bleeck Financial Management, Inc. reports $77,577,162 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Bleeck Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (7).

**Does Bleeck Financial Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132124

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $77,577,162
- Discretionary: $77,577,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,576,218 |
| High net worth individuals | 8 | $64,493,363 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,507,581 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bleeck Financial Management, Inc. (CRD 132124): Form ADV filing data as of October 2026.