{"url":"https://nivawealth.com/firms/blank-equity-management-153570","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153570","regulatoryAum":143021910,"crd":"153570","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2689469","suffix":null,"lastName":"BLANK","firstName":"MATTHEW","middleName":"JASON"},{"crd":"2711418","suffix":null,"lastName":"GREENBERG","firstName":"TODD","middleName":"MICHAEL"},{"crd":"2036960","suffix":null,"lastName":"JOHNSTON","firstName":"DOUGLAS","middleName":"STEVEN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-08","regulatoryAum":68074412,"clients":157,"employees":2,"offices":1},{"filedOn":"2022-02-24","regulatoryAum":85220850,"clients":159,"employees":2,"offices":1},{"filedOn":"2023-02-15","regulatoryAum":79153214,"clients":169,"employees":2,"offices":1},{"filedOn":"2024-07-01","regulatoryAum":103209034,"clients":180,"employees":2,"offices":1},{"filedOn":"2025-01-23","regulatoryAum":126702651,"clients":173,"employees":2,"offices":1},{"filedOn":"2026-01-22","regulatoryAum":143021910,"clients":170,"employees":2,"offices":1}],"secFileNumber":"801-79355","legalName":"Blank Equity Management LLC","displayName":"Blank Equity Management","slug":"blank-equity-management-153570","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"14 Vanderventer Ave, Suite 200","city":"Port Washington","state":"NY","stateName":"New York","country":"United States","postalCode":"11050"},"tradeNames":[],"registration":{"secApproved":"19 March 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":843929.9691358025,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":143021910,"discretionary":143021910,"discretionaryAccounts":361,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":113,"regulatoryAum":30163246},{"label":"High-net-worth individuals","clients":49,"regulatoryAum":106553409},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":6305255}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003239","versionId":1003239,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-01-22","documentName":"PART 2A","fee_rate_low":1,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Consulting is billed as a fixed project fee or at an hourly rate of $200, which may be negotiated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003239","versionId":1003239,"submittedOn":"2026-01-22","documentName":"PART 2A"},{"role":"other","program":"Retirement Plan Consulting Services","summary":"Fees are negotiable and range from 0.4% to 1.0% of plan assets under advisement, payable calendar-quarterly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003239","versionId":1003239,"submittedOn":"2026-01-22","documentName":"PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:07:25.858666+00:00","documents":[{"name":"PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003239","versionId":1003239,"submittedOn":"2026-01-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":131470112}],"custodyNote":"Blank Equity Management does not have custody of client assets.","leadership":[{"name":"Matthew Blank","title":"Managing Member/Chief Compliance Officer","crd":"2689469"}],"ownership":[{"label":"Matthew Blank","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since March 2010."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"14 Vanderventer Ave, Suite 200","city":"Port Washington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Blank Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blank Equity Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blank Equity Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blank Equity Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blank Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blank Equity Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blank Equity Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blank Equity Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Blank Equity Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Blank Equity Management?","answer":"Blank Equity Management’s main office is at 14 Vanderventer Ave, Suite 200, Port Washington, NY 11050. Its phone number is 516-439-5525.","source":"Form ADV Part 1A, Item 1.F, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}