|
⚲
|
| Blankinship & Foster LLC
✚
|
|
|---|---|
| CRD # | 104795 |
| SEC # | 801-35218 |
| CIK # | 0001708872 |
| AUM | $862.2 M (2025-03-12) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 858-755-5166 |
| Address | 420 Stevens Avenue Solana Beach, CA 92075 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| AbbVie Inc | 2.9 | ||
| Qualcomm Inc/DE | 1.8 | ||
| Abbott Laboratories | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 45.0 |
| (b) Individuals (high net worth individuals) | 213 | 784.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 6 | 27.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,013 | 862.2 |
| By Discretionary | ||
| Discretionary | 1,013 | 862.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,013 | 862.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 862.0 | |
| Total | 1,013 | 862.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001708872] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
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|
KY | 0.9 |
|
The Marshall Financial Group Inc
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|
PA | 0.9 |
|
Richard P Slaughter Associates Inc
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|
TX | 0.9 |
|
Brookmont Capital Management LLC
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|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
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|
OH | 0.9 |
|
Greenrock Research Inc
✚
|
IL | 0.9 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.8 |
|
Paragon Advisors LLC
✚
|
TX | 0.8 |