SourcingSourcing

BLEDSOE ASSET MANAGEMENT, LLC

B58
CRD 145943·SEC 801-121349·PHOENIX, AZ
AUM
$189.0M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$567K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLEDSOE ASSET MANAGEMENT, LLC
CRD
145943
SEC file #
801-121349
EIN
—
DBA names
—

Economics

AUM
$189.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$135.3M → $189.0M▲ +40%
Client mix
Individuals Other294
Individuals High Net Worth47

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
5 advisors → 5 advisors▬ 0%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
bledsoellc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON, FRANK, ROSS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JACKSON, FRANK, ROSS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLEDSOELLC.COM
Rdap Domain Creation Date
2007-11-07T14:41:52Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1994
Soi Zip Pct 200k Plus
0.069
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,254,636
Fdic Zip Total Deposits
3,773,156,000
Fdic Zip Branch Count
63
Fdic Zip Top Banks
Wells Fargo Bank, National Association
RepublicBankAz, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Norwest Bank Arizona, National AssociationPhoenix, AZ
First Interstate Bank of Arizona, National AssociationPhoenix, AZ
Fdic Zip HHI
3810.75
Fdic Zip Top Bank Share Pct
58.85
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-07T14:41:52Z
Rdap Domain Last Changed
2025-10-08T06:49:36Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,580
Returns2,900
Stub 2
AGI139,523
Returns3,700
Stub 3
AGI156,984
Returns2,570
Soi Zip Total Business Income
36,613
Soi Zip Total Cap Gains
177,907
Soi Zip Total Dividends
24,447
Soi Zip Total Returns
13,040
Top Owner CRD
2094312
Trust Company Affiliate
No

People (5)

5
JACKSON, FRANK, ROSS
IAR · Direct Owner · 87.5%
2094312
Kurtis J Knobbe
IAR
7942145
TIMOTHY JOHN STEIN
IAR
5570174
RULA LEE HUBER
IAR
5282065
PAUL STEPHEN KNOBBE
IAR
6394927