DFX Intelligence

S•••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

S•••••••• F•••••••• G••••

S•••••• BLAKEY & ASSOCIATES, LLC, CRD 151216

RALEIGH, NC

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Search this name across graphsid dfx:ria:af66ade2-0817-1316-0e21-4d963a2919f6

Data as of Jul 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 1
Observed: Jan 31, 2012 to Jul 29, 2024
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

S•••••••• F•••••••• G••••

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $178M••• Locked
Discretionary RAUM: $131M
Private client RAUM: $147Mderived••• Locked
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••••• E•••••• B••••	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	03/2010	Jan 31, 2012	Jul 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$178M	$166M	7.4%	$129M	11.4%	3	3	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
S••••• F••••••••• L••	3	Dec 31, 2024	Jan 1, 2025	RALEIGH, NC	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (1)

← S••••••• E•••••• B••••OwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 31, 2012 to presentfactForm ADV

Moved with (1)

→ S••••• F••••••••• L••Registered adviser3 advisors, firm absorbed, same day
Dec 31, 2024 to Jan 1, 2025factForm ADV

Registered with (6)

← E••••• B•••• S••••••Advisorregistration: previous registration
Nov 16, 2009 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Firm absorbed
••• Locked
Form ADVobserved 7 days ago
3 advisors
Occurred
Dec 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af66ade2-0817-1316-0e21-4d963a2919f6
First observed: Jan 31, 2012
Last observed: Jul 29, 2024 26 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.