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BLANKINSHIP & FOSTER, LLC
CRD 104795 · SEC 801-35218
420 STEVENS AVENUE, SUITE 250, SOLANA BEACH, CA, 92075, United States
Phone
858-755-5166
Fax
858-755-5358
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$939.5M
Discretionary AUM
$939.5M
Team
16 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $36.1M |
| High net worth individuals | 225 | $874.0M |
| Charitable organizations | 6 | $28.3M |
States served
CA, CO, OR, NH
All web addresses on file
Official SEC filing: View on IAPD