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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-1989
- Office Locations
- 1
Office Locations
About Blankinship & Foster, LLC
Blankinship & Foster, LLC is a Solana Beach-based RIA. The firm has been operating for 37 years. Managing $939.5M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Between August 27, 2025 and March 5, 2026, reported AUM increased 9.0%, from $862.2M to $939.5M.
Across 5 reported observations, AUM increased 19.5% between November 23, 2022 and March 5, 2026, from $786.5M to $939.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 290 clients, or 32.2 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Blankinship & Foster, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEFAN PRVANOV
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #3000743
- Ownership
- 50% but less than 75%
JON PAUL BEYRER
Chief Compliance Officer, Financial Advisor, General Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #4774761
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Meaghan K. Hemmings
--
- CRD
- #8119759
TERESA ANN KAKADELAS
Financial Advisor, General Partner
- CRD
- #3225090
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $939,507,252 | $943,280 |
| Non-Discretionary | $0 | -- |
| Total | $939,507,252 | $943,280 |
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Separately Managed Accounts
SMA allocation detail is available
Blankinship & Foster, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Blankinship & Foster, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.