# Blank Equity Management LLC

> Blank Equity Management LLC is an SEC-registered investment advisory firm in Port Washington, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 153570
- Filed as: BLANK EQUITY MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Washington, NY
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153570
- AdvisorCensus page: https://advisorcensus.com/firm/blank-equity-management-llc-port-washington-ny-153570

## Quick answers

**How is Blank Equity Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blank Equity Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Blank Equity Management LLC charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Hourly rate: $200 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blank Equity Management LLC located?**
Blank Equity Management LLC's principal office is in Port Washington, NY, according to its Form ADV.

**Is Blank Equity Management LLC registered with the SEC or a state?**
Blank Equity Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153570.

**How much does Blank Equity Management LLC manage?**
Blank Equity Management LLC reports $143,021,910 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have Blank Equity Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Blank Equity Management LLC: Regulatory assets under management: $68,074,412 in the October 2021 data and $143,021,910 in the October 2026 data, up 110%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blank Equity Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Blank Equity Management LLC use?**
Blank Equity Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blank Equity Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153570

**What changed in Blank Equity Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $126,702,651 to $143,021,910 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Hourly rate: $200 an hour (Consulting services)

> Fees may be charged for Consulting services on a fixed fee per project basis, or on an hourly fee basis. The hourly rate is $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $143,021,910
- Discretionary: $143,021,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $30,163,246 |
| High net worth individuals | 49 | $106,553,409 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $6,305,255 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blankequity.com](https://blankequity.com)
- Facebook @BLANK-EQUITY-MANAGEMENT-LLC-189632897754750

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,074,412 | 2 | June 8, 2021 |
| October 2022 | $85,220,850 | 2 | February 24, 2022 |
| October 2023 | $79,153,214 | 2 | February 15, 2023 |
| October 2024 | $103,209,034 | 2 | July 1, 2024 |
| October 2025 | $126,702,651 | 2 | January 23, 2025 |
| October 2026 | $143,021,910 | 2 | January 22, 2026 |

Regulatory assets under management: $68,074,412 in the October 2021 data and $143,021,910 in the October 2026 data, up 110%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $126,702,651 to $143,021,910 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blank Equity Management LLC (CRD 153570): Form ADV filing data as of October 2026.