SOLANA BEACH, CACRD 104795Latest ADV March 5, 2026
Blankinship & Foster, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Solana Beach, CA. Its latest Form ADV filing, dated March 5, 2026, reports $940M in regulatory assets under management, 16 employees, and 996 accounts.
Assets Under Management
$940M
Employees
16
Offices
--
Total Clients
290
Primary office
SOLANA BEACH, CA
420 STEVENS AVENUE, SUITE 250, SOLANA BEACH, CA, United States
Top client segmentHNWI represent 77.6% of total clients.
Top client categories% of clientsClients
1
HNWI
77.6%
225
2
Individuals
20.3%
59
3
Charitable
2.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$940Mas of March 5, 2026
Discretionary100.0%
$940M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$940M
Total Accounts996
10Y AUM Change+$470M (+99.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee18:1
10Y Employee Change+4 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.