BLEDSOE ASSET MANAGEMENT, LLC

Overview

Bledsoe Asset Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management schedule with the ability to charge hourly fees for planning or consultative work. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives