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Nicholas Adolph Blankl

CONSILIUM WEALTH ADVISORY
WEST LINN, OR
·CRD# 5665260·11 years experience

Professional Summary

Nicholas Adolph Blankl, who also goes by Nick A Blankl, Nick Adolph Blankl, is a registered financial advisor currently at CONSILIUM WEALTH ADVISORY, LLC located in West Linn, Oregon and BLACK OAK INVESTMENT MANAGEMENT COMPANY located in West Linn, Oregon. Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nicholas has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nick A Blankl, Nick Adolph Blankl

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

CONSILIUM WEALTH ADVISORY, LLC·CRD# 164993
RIA
West Linn, OR
August 25, 2015 - Present
BLACK OAK INVESTMENT MANAGEMENT COMPANY·CRD# 308421
RIA
West Linn, OR
June 12, 2020 - Present

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Current Firm

CW
CONSILIUM WEALTH ADVISORY, LLC

CONSILIUM WEALTH ADVISORY, LLC

CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - SEC (3/24/2021 Approved)
California
Registered Investment Advisory firm - California (4/29/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (3/30/2021 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (4/1/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (4/5/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/30/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Frisco, TX

Phone Number

(214) 299-5114

# of Employees

7

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2AB (5/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

510

AUM (Assets Under Management)

$465,984,250

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/22/2025Cover PageReport
11/25/2024Cover PageReport
10/24/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Consilium Wealth Advisory LLC; Investment-related; West Linn, Oregon 97068; Investment Advisory; Investment Advisor Representative; 120hrs; Provide investment advisory services.
(2) Black Oak Investment Management Company, LLC; Investment Related; West Linn, Or, Retirement Plan Advisory Services, Investment Advisor Representative and Managing Member; Start Date of the Relationship: March 6, 2020 Approximate Number of Hours/Month You Devote to Other Business: 10 hrs/month Number of Hours Devoted to Other Business During Securities Trading Hours: 5hrs/month Briefly Describe Your Duties for the Other Business: Provide retirement plan advisory services to plan sponsors and participants.
(3) Treasurer; International Leadership Academy; Is the business investment related: No; Location of the business: 14788 Boones Ferry Rd Lake Oswego OR 97035 USA; Description of the business: day care through 5 grade French language immersion school; Responsibilities Duties: Financial oversight and long term strategy execution; Start date with business: 2021-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONSILIUM WEALTH ADVISORY, LLC

CONSILIUM WEALTH ADVISORY, LLC

CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - SEC (3/24/2021 Approved)
California
Registered Investment Advisory firm - California (4/29/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (3/30/2021 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (4/1/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (4/5/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/30/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Oregon
(8/25/2015)
IAR
Texas
(8/31/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Adolph Blankl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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