# The Blakeley Group Inc

> 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.

- CRD: 150066
- Filed as: THE BLAKELEY GROUP INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Clara, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150066
- AdvisorCensus page: https://advisorcensus.com/firm/the-blakeley-group-inc-santa-clara-ca-150066

## Quick answers

**How is The Blakeley Group Inc compensated?**
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.

**Where is The Blakeley Group Inc located?**
The Blakeley Group Inc's principal office is in Santa Clara, CA, according to its Form ADV.

**Is The Blakeley Group Inc registered with the SEC or a state?**
The Blakeley Group Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 150066.

**How much does The Blakeley Group Inc manage?**
The Blakeley Group Inc reports $96,425,591 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does The Blakeley Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (24).

**Does The Blakeley Group Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $96,425,591
- Discretionary: $96,425,591
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $20,064,475 |
| High net worth individuals | 24 | $76,080,371 |
| Charitable organizations | Fewer than 5 | $280,745 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150066

### Websites listed on Form ADV (Item 1.I)
- theblakeleygroup.com
- LinkedIn @THE-BLAKELEY-GROUP-INC-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Blakeley Group Inc (CRD 150066): Form ADV filing data as of October 2026.