Blaine
Docker

Main Management, LLC

CRD#5309509
Investment Advisor
in San Francisco, CA

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About this Advisor

Blaine Docker is a financial advisor based in San Francisco, California, who has 7 years of relevant experience. Docker works at Main Management, LLC. Throughout their career, Docker has worked at Main Management LLC and Ceros Financial Services, Inc. Docker holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Main Management, LLC is a financial advisory company that has its headquarters in San Francisco, CA. The company has offices in three locations and a total of 18 employees. It handles $1 billion in total assets between its 281 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to 11 charities and foundations. Of its 281 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Main Management, LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

601 California Street Suite 200
San Francisco, CA 94108

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Main Management, LLC Brokerage Details

Total Assets Under Management

$1,175,772,484

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

281

CA Average: 3,727
Average Account Size

$4,184,244

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Blaine Docker Work History

Blaine has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Ceros Financial Services, Inc

2005 - Present (19 years)

Main Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Blaine Docker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Main Management, LLC

James Taylor
Edgewood, KY
Davis Deboisblanc
San Francisco, CA
Matthew Tymstra
San Francisco, CA
Hartly Hutchings
San Francisco, CA
Alexander Varner
San Francisco, CA
Marissa Ditler
San Francisco, CA
Wayne Seaman
Rutherford, NJ
Joseph Labarbera
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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