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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLEDSOE ASSET MANAGEMENT, LLC

CRD 145943

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30a02fea-2480-a7a1-e1ff-69414349d3e1

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2021 to Apr 14, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $189MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $189MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $31.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 688
Individual clients: 294
High net worth clients: 47
Custody, client assets: $28.2M
SEC number: 801-121349
CRD: 145943
Filings on the tape: 11
First filed: Apr 30, 2021
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, AZ
Website: bledsoellc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY JOHN STEIN	n/a	PHOENIX, AZ	18	21	n/a	no
RULA LEE HUBER	n/a	PHOENIX, AZ	17	17	n/a	no
PAUL STEPHEN KNOBBE	n/a	PHOENIX, AZ	11	37	n/a	no
FRANK ROSS JACKSON	Certified Financial Planner	PHOENIX, AZ	10	10	n/a	no
Kurtis J Knobbe	n/a	PHOENIX, AZ	2	14	n/a	no
Luke Gregory Barnes	n/a	PHOENIX, AZ	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JACKSON, FRANK, ROSS	MANAGER, CHIEF COMPLIANCE OFFICER	E	yes	01/2018	Apr 30, 2021	Oct 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$189M	$189M	5	5	0	n/a	n/a
2024	Feb 11, 2025	$170M	$170M	5	5	0	n/a	n/a
2023	Feb 6, 2024	$147M	$147M	4	4	0	n/a	n/a
2022	Feb 10, 2023	$125M	$125M	4	4	0	n/a	n/a
2021	Feb 22, 2022	$135M	$134M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$189M	$170M	11.0%	$125M	14.9%	5	5	0	0

Relationships

Registered with (6)

← Luke Gregory BarnesAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← Kurtis J KnobbeAdvisorregistration: current employment
Jul 17, 2024 to presentfactForm ADV
← FRANK ROSS JACKSONAdvisorregistration: current employment
Nov 30, 2015 to presentfactForm ADV
← PAUL STEPHEN KNOBBEAdvisorregistration: current employment
Oct 24, 2014 to presentfactForm ADV
← RULA LEE HUBERAdvisorregistration: current employment
Oct 15, 2008 to presentfactForm ADV
← TIMOTHY JOHN STEINAdvisorregistration: current employment
Sep 17, 2008 to presentfactForm ADV

Controls (1)

← JACKSON, FRANK, ROSSOwnerMANAGER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 30, 2021 to Oct 18, 2024factForm ADV

Dated events

Occurred
Apr 30, 2021
First Form ADV filing
Bledsoe Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30a02fea-2480-a7a1-e1ff-69414349d3e1
First observed: Apr 30, 2021
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLEDSOE ASSET MANAGEMENT, LLC

CRD 145943

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30a02fea-2480-a7a1-e1ff-69414349d3e1

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY JOHN STEIN

n/a

PHOENIX, AZ

n/a

RULA LEE HUBER

n/a

PHOENIX, AZ

n/a

PAUL STEPHEN KNOBBE

n/a

PHOENIX, AZ

n/a

FRANK ROSS JACKSON

Certified Financial Planner

PHOENIX, AZ

n/a

Kurtis J Knobbe

n/a

PHOENIX, AZ

n/a

Luke Gregory Barnes

n/a

PHOENIX, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JACKSON, FRANK, ROSS

MANAGER, CHIEF COMPLIANCE OFFICER

yes

01/2018

Apr 30, 2021

Oct 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$189M

n/a

2024

Feb 11, 2025

$170M

n/a

2023

Feb 6, 2024

$147M

n/a

2022

Feb 10, 2023

$125M

n/a

2021

Feb 22, 2022

$135M

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$189M

$170M

11.0%

$125M

14.9%