AdvisorOS Directory
Claim Profile
Unclaimed Profile
WB

William Eric Blanton

VINTAGE WEST CAPITAL MANAGEMENT, LLC·CARDIFF BY THE SEA, California
Series 7, Series 6626 years registeredVINTAGE WEST CAPITAL MANAGEMENT, LLC
160 CHESTERFIELD DRIVE, CARDIFF BY THE SEA, CA 92007CRD# 3103496Firm CRD# 170186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Eric Blanton · CARDIFF BY THE SEA, CA
Registration
CRD #3103496 · VINTAGE WEST CAPITAL MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

COMPOSITION WEALTH, LLC
Mar 2022 – present
VINTAGE WEST CAPITAL MANAGEMENT
Jan 2014 – Sep 2022
SAN DIEGO, CA
WASHINGTON WEALTH MANAGEMENT
Mar 2012 – Feb 2014
SAN DIEGO, CA
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Mar 2012
RANCHO SANTE FE, CA
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Jun 2009
RANCHO SANTE FE, CA
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Oct 1999 – Apr 2007
LA JOLLA, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 6, 1999
Years registered · 26
03

Disclosure History

2006Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
VINTAGE WEST CAPITAL MANAGEMENT, LLC
CRD 170186 · SEC 801-79048
AUM
$330M
Regulatory assets under management
Employees
2
377 client accounts
Services offered by VINTAGE WEST CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VINTAGE WEST CAPITAL MANAGEMENT, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CARDIFF BY THE SEA?

Browse all registered financial advisors in CARDIFF BY THE SEA, California or claim this profile if it's yours.

Browse CARDIFF BY THE SEA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Eric Blanton offer?
William Eric Blanton specializes in Financial Planning, Investment Management. Contact their office in CARDIFF BY THE SEA, California for a consultation.
What are William Eric Blanton's credentials?
William Eric Blanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Eric Blanton located?
William Eric Blanton is based in CARDIFF BY THE SEA, California, working with VINTAGE WEST CAPITAL MANAGEMENT, LLC. Their office serves clients in the CARDIFF BY THE SEA metropolitan area and surrounding communities.
How does William Eric Blanton charge for services?
William Eric Blanton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VINTAGE WEST CAPITAL MANAGEMENT, LLC?
VINTAGE WEST CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VINTAGE WEST CAPITAL MANAGEMENT, LLC

Sean Michael Dacey
CARDIFF BY THE SEA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile