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BLACKLINES

Advisory

LOS ANGELES, CA

Data as of Apr 22, 2026 · Source: SEC Form ADV

Rank in CA

#3,402

of 5,480 advisers by AUM

Average account

$213K

across 249 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$188K

Discretionary %99.6%

Total Clients249

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, CA, GA, NY, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

249 clients

53 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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