SAN LUIS OBISPO, CACRD 287683Latest ADV March 31, 2026
Blakeslee & Blakeslee Financial Advisers Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated March 31, 2026, reports $423M in regulatory assets under management, 8 employees, 3 offices, and 1,619 accounts.
Assets Under Management
$423M
Employees
8
Offices
3 offices
Total Clients
807
Primary office
SAN LUIS OBISPO, CA
1101 MARSH ST., SAN LUIS OBISPO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
676
2
HNWI
15.0%
121
3
Pension Plans
0.7%
6
4
Charitable
0.5%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$423Mas of March 31, 2026
Discretionary91.4%
$387M
91% of total RAUM91.4%
Non-discretionary8.6%
$36M
9% of total RAUM8.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$423M
Total Accounts1,619
10Y AUM Change+$314M (+287.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee101:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.