BLANKINSHIP & FOSTER, LLC

RIASEC RegisteredEst. 1989

Total AUM

$940M

Discretionary

$940M

100% of AUM

Avg account

$943K

Accounts

996

Employees

Advisory reps

Firm details

Headquarters: SOLANA BEACH, California
CRD number: 104795
Registered since: July 1, 1989
Website: www.bfadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.03%
Individuals3.84%
Charitable Organizations3.02%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blankinship & Foster, LLC is an independent, SEC‑registered RIA that has operated since 1989. The firm acts as a capital allocator to both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. Its billing mixes percentage‑of‑AUM fees with hourly and fixed fees. The adviser is not positioned as an ESG investor and is not registered as a multi‑state adviser or pension consultant. Blankinship & Foster describes itself as serving a mix of high‑net‑worth individuals and institutional clients and retains discretion over client portfolios. It also acknowledges a role coordinating third‑party managers rather than solely managing every sleeve in‑house.