Blakeslee & Blakeslee Financial Advisers Inc.
- Regulatory AUM
- $423M
- Discretionary
- $387M
- Clients
- 807
- Avg AUM / client
- $524K
- Accounts
- 1,619
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 676 | $151M | 35.7% |
| High net worth individuals | 121 | $232M | 54.9% |
| Pension and profit sharing plans | 6 | $36.4M | 8.6% |
| Charitable organizations | 4 | $3.6M | 0.85% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sam Norman Blakeslee | President & Chief Executive Officer | CFP | Nov 2016 (10y) | 75% or more |
| Craig Stuart Darnell | Chief Investment Officer | CFP | Jan 2017 (10y) | 10% – 25% |
| Deirdre Michelle Torres | Chief Operating Officer & Chief Compliance Officer | Mar 2018 (8y) | 5% – 10% | |
| Tricee Wright | Registered representative | Jun 2017 (9y) | ||
| Stephen August Hiltscher | Registered representative | Jul 2017 (9y) | ||
| David William Cryden | Registered representative | CFP | Jul 2017 (9y) | |
| David Richard Ford | Registered representative | May 2025 (1y) | ||
| Taylor Tristyn Perez | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- TD Ameritrade $216M (101% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗