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BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

SAN LUIS OBISPO, CA · CRD 287683 · IAPD ↗ · mybbfa.com · (805) 543-4366

$423.0MRegulatory AUM
7Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. reported RAUM up 37% ($308.5M -> $423.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. notice-filed in IL, NV, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.