|
⚲
|
| Blankinship & Foster LLC
✚
|
|
|---|---|
| CRD # | 104795 |
| SEC # | 801-35218 |
| CIK # | 0001708872 |
| AUM | $939.5 M (2026-03-05) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 858-755-5166 |
| Address | 420 Stevens Avenue Solana Beach, CA 92075 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| AbbVie Inc | 3.3 | ||
| Alphabet Inc | 2.5 | ||
| Alphabet Inc | 2.2 | ||
| Qualcomm Inc/DE | 1.7 | ||
| Abbott Laboratories | 1.2 | ||
| Johnson & Johnson | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 36.1 |
| (b) Individuals (high net worth individuals) | 225 | 874.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 6 | 28.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 996 | 939.5 |
| By Discretionary | ||
| Discretionary | 996 | 939.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 996 | 939.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 939.5 | |
| Total | 996 | 939.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001708872] |
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|---|---|---|
|
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|
1.0 | |
|
CornerStone Planning Group Inc
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|
NJ | 1.0 |
|
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0.9 | |
|
Emerald Advisors LLC
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TX | 0.9 |
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IL | 0.9 |
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Prevail Innovative Wealth Advisors LLC
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KS | 0.9 |
|
Galecki Financial Management Inc
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IN | 0.9 |
|
Old Mission Investment Company LLC
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MI | 0.9 |
|
Strategic Financial Concepts LLC
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|
TX | 0.9 |