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Blakeslee & Blakeslee Financial Advisers Inc.

● SEC registered since 2019CRD 287683SEC# 801-115085San Luis Obispo, CA
Export (members)
Reg. AUM
$423M
Employees
8
Accounts
1,619
Location
San Luis Obispo, CA

Blakeslee & Blakeslee Financial Advisers Inc. assets under management

Blakeslee & Blakeslee Financial Advisers Inc. is a registered investment adviser overseen by the SEC based in San Luis Obispo, CA. The firm has been registered since 2019. It reports $423 million in regulatory assets under management and employs 8 people.
www.mybbfa.comView on SEC.gov ↗

Blakeslee & Blakeslee Financial Advisers Inc. owners & executives

3 reported
NameTitleOwnershipSince
Craig Stuart Darnell ControlChief Investment Officer10-25%2017
Deirdre Michelle Torres ControlChief Operating Officer & Chief Compliance Officer10-25%2019
Sam Norman Blakeslee ControlPresident & Chief Executive Officer50-75%2016

Frequently asked questions

How much does Blakeslee & Blakeslee Financial Advisers Inc. manage?

Blakeslee & Blakeslee Financial Advisers Inc. reports $423 million in regulatory assets under management on its Form ADV.

How many employees does Blakeslee & Blakeslee Financial Advisers Inc. have?

Blakeslee & Blakeslee Financial Advisers Inc. reports 8 employees.

Where is Blakeslee & Blakeslee Financial Advisers Inc. located?

Blakeslee & Blakeslee Financial Advisers Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2019.

Does Blakeslee & Blakeslee Financial Advisers Inc. disclose fund performance?

Blakeslee & Blakeslee Financial Advisers Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1101 Marsh St., San Luis Obispo, CA 93401
Phone(805) 543-4366
Fax(805) 543-4378
Office hours8:30a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$423M▲ 37%
Apr '25 — $308.5MMay '25 — $308.5MJun '25 — $308.5MJul '25 — $308.5MAug '25 — $308.5MSep '25 — $308.5MOct '25 — $308.5MNov '25 — $308.5MDec '25 — $308.5MJan '26 — $308.5MFeb '26 — $308.5MMar '26 — $423MApr '26 — $423MMay '26 — $423MJun '26 — $423M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$423Mregulatory AUM
Discretionary $386.6MNon-discretionary $36.4M