CRD: 305157
Blake Financial Counsel, LLC
$44.7M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Capital crest
- Established Date
- 07-24-2019
- Office Locations
- 1
Office Locations
7000 Central Parkway Suite 1100 Atlanta GA
About Blake Financial Counsel, LLC
Blake Financial Counsel, LLC is a Atlanta-based RIA. The firm has been operating for 6 years. Managing $44.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Charitable Giving, Divorce Planning, Estate Planning.
Team overview
42 AVG AGE
$22.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Zenith pioneer Quantum Insight matrix
Client Personas
Radial unison Vertex
Custodian
Bridge vertex Summit Timber
Investment Themes
Optima delta Ember
Investment Vehicles
Signal value Optima
Services
Optima Glacier Zenith Wave Radial foundation Meridian eagle Eagle Summit
Technology
North signal
Owner & Executives
BRANDY KILGORE WRIGHT
Chief Compliance Officer
- CRD
- #4275094
- Ownership
- 75% or more
(289) 708-6438
harbor.ridge@wavecapital.com
in linkedin.com/in/quantum-oak
Showing 1 of 1 owners & executives
Unlock allContacts
J
JULIA CHRISTINE Prescott
--
- CRD
- #5428252
(413) 203-6789
signal.focus@catalystcapital.com
in linkedin.com/in/optima-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,692,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,692,440 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,692,440
Public Funds:
25.1% Cash:
40.2% Equity - Exchange:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,924,225,567 | 25.1% |
| Cash | $3,081,827,402 | 40.2% |
| Equity - Exchange | $2,660,184,350 | 34.7% |
| Total | $7,666,237,319 | 100.0% |