Bleakley Financial Group, LLC
Bleakley Financial Group, LLC is a Parsippany, New Jersey-based registered investment adviser serving primarily high net worth individuals and families, with additional clients among individuals, small institutions, and pension/profit sharing plans. Founded as an independent wealth management and advisory firm, Bleakley has approximately 176 employees, with more than half engaged in investment-related roles. The firm operates nationally, providing comprehensive financial planning, asset management, and retirement strategy services to a diverse client base.
Investment Strategy
Bleakley Financial Group, LLC focuses on comprehensive, client-driven wealth management and financial planning. The firm’s investment strategy is tailored to high net worth individuals, blending diversified portfolio management with risk mitigation, tax efficiency, and long-term financial planning. Bleakley emphasizes personalization of investment solutions, offering access to a broad spectrum of investment vehicles including equities, fixed income, alternative assets, and pooled investments. As a fiduciary, Bleakley aligns investment portfolios with clients’ life goals, risk tolerance, and changing financial circumstances, employing a disciplined approach grounded in research and market analysis.
Latest 13F Filing Activity
Bleakley Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 566 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, Ishares TR, Fidelity Merrimack STR TR among other positions. Bleakley Financial Group, LLC reduced exposure to Pacer FDS TR, Vanguard Mun BD FDS, Ishares TR among others.
Top Holdings
Equity Positions (566)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 4.02% | $158.2M | 554,389 | $189.34 | $285.30 | +$23.6M |
C CEF | SPROTT PHYSICAL GOLD & SILVE | 3.87% | $152.3M | 5,058,879 | $18.12 | $30.10 | -$1.7M |
A AAPL | APPLE INC | 3.21% | $126.5M | 616,693 | $135.87 | $205.17 | -$7.0M |
M MSFT | MICROSOFT CORP | 2.97% | $116.9M | 235,111 | $277.38 | $497.41 | +$35.1M |
V VO | VANGUARD INDEX FDS | 2.85% | $112.1M | 400,702 | $222.32 | $279.83 | +$24.3M |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Research and Planning Analyst | Chatham, NJ , United States | |
 | Partner | Fairfield, NJ , United States | |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States | |
M Michael Axelrod | Managing Partner | NJ , United States | |
 | Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States | |
 | Partner | Miami, FL , United States | |
 | Partner | Franklin Lakes, NJ , United States | |
 | Senior Planning and Investment Analyst | New York, NY , United States | |
 | Senior Investment Research and Planning Analyst | New York, NY , United States | |
 | Chief Investment Officer | New York, NY , United States |
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