Bank / Wealth / TrustRIA · CRD 104795SEC-Registered

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Blankinship & Foster

Blankinship & Foster functions as a wealth manager with assets listed at $780 million. No founding year or wealth-origin details are recorded.

Blankinship & Foster logo

Blankinship & Foster

Blankinship & Foster functions as a wealth manager with assets listed at $780 million. No founding year or wealth-origin details are recorded. The firm lists no asset-class allocations, portfolio companies, co-investors, or geographic deployment beyond its United States base. Strategy fields remain empty across multiple entries. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months are available. No structural differentiators such as hybrid mandates, succession plans, or unique sourcing models are documented in the record.

General information

Firm type

Bank / Wealth / Trust

Year founded

1989

Location

Region

North America

Country

United States

City

Solana Beach

Corporate office

Solana Beach, CA, United States

Principals

John T. (Jack) Blankinship

Co-Founder

Charles Foster

Co-Founder

Sector focus

Financial PlanningWealth ManagementRetirement Planning

Frequently asked questions

Who runs investment decisions at Blankinship & Foster?

Blankinship & Foster uses a team-based model where each client is served by two dedicated advisors, all of whom hold CFP® designations. Investment decisions are made collaboratively within the client's advisory team, following the firm's disciplined, globally diversified, low-cost portfolio approach (per firm website).

How does Blankinship & Foster source proprietary deal flow?

Blankinship & Foster does not source proprietary deals; it is a fee-only wealth management firm focused on financial planning and investment management for individuals and families. The firm designs globally diversified, low-cost portfolios using publicly available investment vehicles (per firm website).

Which sectors does Blankinship & Foster explicitly avoid?

Blankinship & Foster does not publicly disclose any sector exclusions. Its website describes an approach centered on globally diversified, low-cost portfolios, not on sector-specific strategies (per firm website).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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