# Blankinship & Foster, LLC

> Blankinship & Foster, LLC is an SEC-registered investment advisory firm in Solana Beach, CA, registered since 1989, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 104795
- Filed as: BLANKINSHIP & FOSTER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Solana Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104795
- AdvisorCensus page: https://advisorcensus.com/firm/blankinship-and-foster-llc-solana-beach-ca-104795

## Quick answers

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

**How much does Blankinship & Foster, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $300 an hour (Financial Planning and Other Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blankinship & Foster, LLC located?**
Blankinship & Foster, LLC's principal office is in Solana Beach, CA, according to its Form ADV.

**Is Blankinship & Foster, LLC registered with the SEC or a state?**
Blankinship & Foster, LLC is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104795.

**How much does Blankinship & Foster, LLC manage?**
Blankinship & Foster, LLC reports $939,507,252 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Blankinship & Foster, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blankinship & Foster, LLC: Regulatory assets under management: $722,226,368 in the October 2021 data and $939,507,252 in the October 2026 data, up 30%. Total employees: 13 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blankinship & Foster, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (225); individuals (other than high net worth individuals) (59); charitable organizations (6).

**Which custodians does Blankinship & Foster, LLC use?**
Blankinship & Foster, 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 Blankinship & Foster, 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/104795

**Does Blankinship & Foster, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "The minimum account size for Investment Management Services is generally $1,000,000. However, Blankinship & Foster has in the past, and may in the future at the Firm’s discretion accept smaller portfolios"

**What changed in Blankinship & Foster, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9.

## 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 March 5, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size for Investment Management Services is generally $1,000,000. However, Blankinship & Foster has in the past, and may in the future at the Firm’s discretion accept smaller portfolios

- Hourly rate: $300 an hour (Financial Planning and Other Consulting Services)

> Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).

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: $939,507,252
- Discretionary: $939,507,252
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $36,087,603 |
| High net worth individuals | 225 | $873,978,375 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,107,489 |
| Charitable organizations | 6 | $28,333,785 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1989 (37 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NH, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bfadvisors.com
- Facebook @BFADVISORS
- LinkedIn @blankinship-&-foster-llc
- YouTube @bfadvisorsfiduciary

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $722,226,368 | 13 | March 30, 2021 |
| October 2022 | $786,491,375 | 15 | March 30, 2022 |
| October 2023 | $690,041,873 | 16 | March 22, 2023 |
| October 2024 | $780,366,425 | 16 | September 20, 2024 |
| October 2025 | $862,154,763 | 16 | March 12, 2025 |
| October 2026 | $939,507,252 | 16 | March 5, 2026 |

Regulatory assets under management: $722,226,368 in the October 2021 data and $939,507,252 in the October 2026 data, up 30%.
Total employees: 13 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blankinship & Foster, LLC (CRD 104795): Form ADV filing data as of October 2026.