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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Focus insightTimber capital
- 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 36 years. Managing $939.5M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Pathway optima
Alpha legacy pathway
- CRD
- #94259
- Ownership
- 2.1%
Showing 2 of 3 owners & executives
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Meaghan K. Hemmings
--
- CRD
- #8119759
TERESA ANN KAKADELAS
Financial Advisor, General Partner
- CRD
- #3225090
Peak eagle
Zenith atlas
- CRD
- #20503
Showing 2 of 9 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
Total SMA Asset: $939,507,252
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $487,417,272 | 22.4% |
| Cash | $735,477,848 | 33.8% |
| Equity - Exchange | $241,532,666 | 11.1% |
| U.S. Government/Agency | $711,542,178 | 32.7% |
| Total | $2,175,969,964 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE FRONTIER | MOMENTUM ALPHA | OQQ1OQ0S3 | MNKK | 5.51% | $34,714,760 |
| PATHWAY BRIDGE | SIGNAL HORIZON | BD24QYQK0 | TSG | 2.90% | $30,455,618 |
| DELTA RIDGE | FOUNDATION ALPHA | OCF269XEA | GPQ | 4.41% | $41,186,892 |
| QUANTUM ZENITH ELEMENT | EAGLE ELEMENT | JXY4PR39M | QBNIV | 11.34% | $56,250,940 |
| DELTA MOMENTUM | VERTEX RIDGE | WWL65I55J | TFNPP | 11.87% | $33,829,532 |
| EMBER INSIGHT EAGLE | MERIDIAN CATALYST | CAJXHZUT9 | EMGMY | 10.74% | $36,856,137 |
| HORIZON PIONEER BEACON | UNISON WAVE | PA3F50YSG | FOCSZ | 11.19% | $32,265,220 |
| OPTIMA QUANTUM | OAK VITAL | CR62R510I | GTDCY | 2.96% | $94,542,413 |