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Blankenship, Steven Lee (Grapevine)


Blankenship, Steven Lee is a large advisory firm based in Grapevine. It manages $123.32 million of regulatory assets for 397 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Texas.

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Blankenship, Steven Lee provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blankenship, Steven Lee: assets under management

The assets under management (AUM) of Blankenship, Steven Lee is $123.32 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $118.71 million in discretionary accounts and $4.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $170.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blankenship, Steven Lee for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grapevine

The principal office where Blankenship, Steven Lee performs its advisory services is located at 4851 Merlot Ave., Grapevine, TX 76051, which is also the mailing address of the firm. An additional office of the firm is in Southlake, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-410-2500 or by fax 817-796-2825. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at heritagefinancialplanning.com.


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