Blank Equity Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Blank Equity Management reports 170 clients. They include 113 individual clients, 49 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 100.0% ($143M across 361 accounts) are managed with discretion. Of its clients, 5% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 21% |
| High-net-worth individuals | 29% | 75% |
| Pension and profit-sharing plans | 5% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $30.2M | 21.1% | $267K |
| High-net-worth individuals | 49 | $107M | 74.5% | $2.17M |
| Pension and profit-sharing plans | 8 | $6.31M | 4.4% | $788K |
| Total | 170 | $143M | 100% | $841K |
- Clients
- 113
- Regulatory AUM
- $30.2M
- AUM share
- 21.1%
- Avg. per client
- $267K
- Clients
- 49
- Regulatory AUM
- $107M
- AUM share
- 74.5%
- Avg. per client
- $2.17M
- Clients
- 8
- Regulatory AUM
- $6.31M
- AUM share
- 4.4%
- Avg. per client
- $788K
Total
- Clients
- 170
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- $841K
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Blank Equity Management charges 1.00%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is billed as a fixed project fee or at an hourly rate of $200, which may be negotiated.
- Retirement Plan Consulting Services
- Fees are negotiable and range from 0.4% to 1.0% of plan assets under advisement, payable calendar-quarterly.
Matthew Blank owns 75% or more of Blank Equity Management. The leadership team of Blank Equity Management includes Chief Compliance Officer Matthew Blank. It has 2 employees.
Leadership
- Matthew BlankManaging Member/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Blank Equity Management LLC
Matthew Blank
Control person · since March 2010
Blank Equity Management’s regulatory assets grew 2.1× from $68.1M (June 2021) to $143M (January 2026); clients rose from 157 to 170 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $143M | 170 | 2 | 1 |
| January 2025 | $127M | 173 | 2 | 1 |
| July 2024 | $103M | 180 | 2 | 1 |
| February 2023 | $79.2M | 169 | 2 | 1 |
| February 2022 | $85.2M | 159 | 2 | 1 |
| June 2021 | $68.1M | 157 | 2 | 1 |
Besides its headquarters, Blank Equity Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 14 Vanderventer Ave, Suite 200, Port WashingtonHQ
Contact and registration details
- Legal name
- Blank Equity Management LLC
- Headquarters
- 14 Vanderventer Ave, Suite 200, Port Washington, NY 11050
- Website
- Not reported
- Phone
- 516-439-5525
- SEC file
- 801-79355
- Structure
- New York LLC
- Fiscal year end
- December
Blank Equity Management uses Charles Schwab ($131M) as custodian for its separately managed accounts. Blank Equity Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $131M100%
At year end, Blank Equity Management’s separately managed accounts were mostly in stocks (71%) and bonds (25%).
What the accounts hold
- Stocks71%
- Bonds25%
- U.S. government and agency bonds23%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash4%
How many clients does Blank Equity Management have?
Blank Equity Management has 170 clients and manages $143 million for them, as of January 2026. They include 113 individual clients, 49 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Blank Equity Management offer?
Blank Equity Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blank Equity Management charge?
Blank Equity Management charges 1.00%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: PART 2A, filed 22 January 2026
Which custodians does Blank Equity Management use?
Blank Equity Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Blank Equity Management have?
Blank Equity Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blank Equity Management invest in?
At the end of its last fiscal year, Blank Equity Management’s separately managed accounts held 71% exchange-traded equities, 23% U.S. government and agency bonds, 4% cash and equivalents, 1% state and local bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blank Equity Management?
Blank Equity Management’s direct owner is Matthew Blank (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Blank Equity Management get paid?
Blank Equity Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Blank Equity Management registered with the SEC?
Yes, Blank Equity Management has been registered with the SEC as an investment adviser since 19 March 2014. Its CRD number is 153570 and its SEC file number is 801-79355.
Source: Form ADV Part 1A, Item 1, filed 22 January 2026; IAPD firm record
How do I contact Blank Equity Management?
Blank Equity Management’s main office is at 14 Vanderventer Ave, Suite 200, Port Washington, NY 11050. Its phone number is 516-439-5525.