Blank Equity Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$136,716,655
Clients
162
Advisors
3
of 3 employees
About
Blank Equity Management provides financial planning, consulting engagements, and discretionary portfolio management primarily for individual clients, and also serves pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. Engagements range from single-project or hourly consulting to ongoing investment management, and the firm may engage third‑party managers for all or portions of client assets.
The firm begins with a client interview to establish objectives, risk tolerance and an investment policy, and generally favors a long‑term buy‑and‑hold orientation while monitoring accounts and exercising discretionary trading authority when authorized. Investment analysis uses a mix of methods—fundamental, technical, charting and cyclical analysis—and recommendations can include exchange‑traded funds, mutual funds, private placements, convertible securities and other instruments.
Noteworthy operational features include a requirement that clients using the firm’s model portfolios custodian accounts at Charles Schwab & Co. and the firm’s general policy of directing trades through Schwab, along with receipt of Schwab-provided services that the adviser discloses as beneficial to its business. The brochure also discloses that representatives are licensed independent insurance agents who may earn commissions on insurance sales and that the firm’s principal provides advisory services through another registered adviser, arrangements the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Consulting services may be charged fixed fees on a per project basis, negotiated individually
$0 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Advisors are licensed insurance agents and may receive commissions from insurance product sales, separate from advisory fees
Consulting services hourly rate $200, negotiable
Account minimum: No minimum stated; fees are negotiable and may be negotiated by representatives Minimum fee: Minimum fee may be negotiated by representatives; no specific amount stated Fee-only: Consulting services offered on fixed fee or hourly fee basis; hourly rate $200 (negotiable)
Main office
14 Vanderventer Ave, Suite 200
Port Washington NY 11050
Advisors at this office
3
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Todd G
CFP®, Series 63
Port Washington, NY
Blank Equity Management LLC
Todd Greenberg is a CFP® with 16 years of industry experience, currently serving as an advisor at Blank Equity Management LLC. He has worked at Lowell Road Asset Management, Inc. since 2012 and is a principal at Bridgeway Legal Funding, where he is involved in strategic planning. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term buy-and-hold investment approach supported by fundamental, technical, charting, and cyclical analysis.
Matthew B
CFP®, Series 63, Series 66
Port Washington, NY
Blank Equity Management LLC
Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.
Douglas J
Series 63, Series 65
Port Washington, NY
Blank Equity Management LLC
Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.
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