{
  "crd_number": 150066,
  "slug": "the-blakeley-group-inc-santa-clara-ca-150066",
  "primary_business_name": "THE BLAKELEY GROUP INC",
  "legal_name": "THE BLAKELEY GROUP, INC.",
  "dbas": [],
  "city": "Santa Clara",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-11",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 96425591.0,
  "raum_discretionary": 96425591.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 280745.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20064475.0,
      "count": 83
    },
    "high_net_worth_individuals": {
      "raum": 76080371.0,
      "count": 24
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/THE-BLAKELEY-GROUP-INC-",
    "https://theblakeleygroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150066",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "SANTA CLARA",
  "url": "https://advisorcensus.com/firm/the-blakeley-group-inc-santa-clara-ca-150066",
  "display_name": "The Blakeley Group Inc",
  "summary": "The Blakeley Group Inc is a state-registered investment advisory firm in Santa Clara, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. The Blakeley Group Inc (CRD 150066): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Blakeley Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Blakeley Group Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Blakeley Group Inc located?",
      "a": "The Blakeley Group Inc's principal office is in Santa Clara, CA, according to its Form ADV."
    },
    {
      "q": "Is The Blakeley Group Inc registered with the SEC or a state?",
      "a": "The Blakeley Group Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 150066."
    },
    {
      "q": "How much does The Blakeley Group Inc manage?",
      "a": "The Blakeley Group Inc reports $96,425,591 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does The Blakeley Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (24)."
    },
    {
      "q": "Does The Blakeley Group Inc report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150066"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-blakeley-group-inc-santa-clara-ca-150066.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 83,
      "fewer_than_5": false,
      "raum": 20064475.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 76080371.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 280745.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150066",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}