Blake Financial Counsel, LLC

Overview

Blake Financial Counsel, LLC is an independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management tailored for individuals and small businesses. Its billing combines a percentage-of-assets model with fixed fees, reflecting a hybrid approach to client engagement. Investment activity centers on pooled, public-facing vehicles rather than concentrated single-stock strategies. The firm does not position itself as a capital allocator and is not an active ESG investor. It operates with an owner-type classified as individual and is not organized as a multi-state or newly formed adviser. Blake Financial Counsel manages fully discretionary portfolios and emphasizes traditional investment vehicles alongside select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices