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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLANKINSHIP & FOSTER, LLC

CRD 104795

SOLANA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c16e0989-5992-19b8-4f29-7f73f10cc6d9

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2012 to Mar 5, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $940MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $940M
Private client RAUM: $910MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $94.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 996
Individual clients: 59
High net worth clients: 225
Custody, client assets: $19.6M
SEC number: 801-35218
CRD: 104795
Filings on the tape: 20
First filed: Mar 26, 2012
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEFAN PRVANOV	Certified Financial Planner	SOLANA BEACH, CA	22	28	n/a	no
JON PAUL BEYRER	Certified Financial Planner	SOLANA BEACH, CA	22	23	n/a	no
FREDERICK VINUP BROOKS	Certified Financial Planner\|Chartered Financial Analyst	SOLANA BEACH, CA	21	27	1	no
TERESA ANN KAKADELAS	Certified Financial Planner	SOLANA BEACH, CA	20	20	n/a	no
MENGXI MONICA MA	Certified Financial Planner\|Chartered Financial Analyst	SOLANA BEACH, CA	16	16	n/a	no
MARIA ELLEN WELLS	Chartered Financial Analyst	SOLANA BEACH, CA	3	12	n/a	no
BRETT ALEXANDER LATHRUP	Certified Financial Planner	SOLANA BEACH, CA	1	14	4	no
Meaghan K. Hemmings	Certified Financial Planner	SOLANA BEACH, CA	1	18	n/a	no
Laura Lee Mertz	Certified Financial Planner	SOLANA BEACH, CA	0	11	n/a	no
Zachary Ziegler	Certified Financial Planner	SOLANA BEACH, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEYRER, JON, PAUL	SENIOR FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER	B	yes	01/2009	Mar 5, 2026	Mar 5, 2026
BROOKS, FREDERICK, VINUP	SENIOR FINANCIAL ADVISOR	B	yes	01/2007	Mar 5, 2026	Mar 5, 2026
PRVANOV, STEFAN	MANAGING MEMBER: PRESIDENT/CEO	D	yes	01/2007	Mar 5, 2026	Mar 5, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$940M	$940M	16	9	0	n/a	n/a
2024	Mar 12, 2025	$862M	$862M	16	8	0	n/a	n/a
2023	Mar 22, 2024	$780M	$780M	16	8	0	n/a	n/a
2022	Mar 22, 2023	$690M	$690M	16	7	0	n/a	n/a
2021	Mar 30, 2022	$786M	$786M	15	7	0	n/a	n/a
2020	Mar 30, 2021	$722M	$722M	13	7	0	n/a	n/a
2019	Mar 25, 2020	$602M	$602M	14	7	0	n/a	n/a
2018	Mar 25, 2019	$504M	$504M	12	7	0	n/a	n/a
2017	Mar 26, 2018	$529M	$529M	12	7	0	n/a	n/a
2016	Mar 24, 2017	$470M	$470M	12	5	n/a	n/a	n/a
2015	Mar 29, 2016	$414M	$414M	11	5	n/a	n/a	n/a
2014	Mar 26, 2015	$433M	$433M	11	6	n/a	n/a	n/a
2013	Mar 28, 2014	$396M	$396M	11	5	n/a	n/a	n/a
2012	Mar 27, 2013	$343M	$343M	10	5	n/a	n/a	n/a
2011	Mar 26, 2012	$324M	$324M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	10.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$940M	$862M	9.0%	$690M	10.8%	16	16	0	0

Relationships

Registered with (13)

← Zachary ZieglerAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← Laura Lee MertzAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Meaghan K. HemmingsAdvisorregistration: current employment
Sep 19, 2025 to presentfactForm ADV
← BRETT ALEXANDER LATHRUPAdvisorregistration: current employment
Mar 11, 2025 to presentfactForm ADV
← MARIA ELLEN WELLSAdvisorregistration: current employment
Nov 22, 2022 to presentfactForm ADV
← MENGXI MONICA MAAdvisorregistration: current employment
Dec 16, 2009 to presentfactForm ADV
← TERESA ANN KAKADELASAdvisorregistration: current employment
Jul 13, 2006 to presentfactForm ADV
← FREDERICK VINUP BROOKSAdvisorregistration: current employment
Nov 18, 2004 to presentfactForm ADV
← STEFAN PRVANOVAdvisorregistration: current employment
Mar 18, 2004 to presentfactForm ADV
← JON PAUL BEYRERAdvisorregistration: current employment
Mar 18, 2004 to presentfactForm ADV
← Joshua Lee MatyasAdvisorregistration: previous registration
Sep 19, 2025 to Dec 5, 2025factForm ADV
← Arley Emmanuel GonzalezAdvisorregistration: previous registration
Mar 15, 2023 to Jun 13, 2024factForm ADV
← JEFFREY SAMUEL PLATTAdvisorregistration: previous registration
Mar 18, 2004 to Sep 28, 2004factForm ADV

Controls (3)

← PRVANOV, STEFANOwnerMANAGING MEMBER: PRESIDENT/CEO, ownership code D, individual
Mar 26, 2012 to Sep 20, 2024factForm ADV
← BROOKS, FREDERICK, VINUPOwnerDIRECTOR/INVESTMENT MANAGEMENT, ownership code B, individual
Mar 26, 2012 to Sep 20, 2024factForm ADV
← BEYRER, JON, PAULOwnerDIRECTOR/WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 26, 2012 to Sep 20, 2024factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Joshua Lee Matyas left Blankinship & Foster, Llc for Signature Resources Capital Management, Llc (registered 2025-12-09)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2024
Advisor changed firm
Arley Emmanuel Gonzalez left Blankinship & Foster, Llc for Koa Wealth Management, Llc (registered 2024-08-06)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c16e0989-5992-19b8-4f29-7f73f10cc6d9
First observed: Mar 26, 2012
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLANKINSHIP & FOSTER, LLC

CRD 104795

SOLANA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c16e0989-5992-19b8-4f29-7f73f10cc6d9

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEFAN PRVANOV

Certified Financial Planner

SOLANA BEACH, CA

n/a

JON PAUL BEYRER

Certified Financial Planner

SOLANA BEACH, CA

n/a

FREDERICK VINUP BROOKS

Certified Financial Planner|Chartered Financial Analyst

SOLANA BEACH, CA

TERESA ANN KAKADELAS

Certified Financial Planner

SOLANA BEACH, CA

n/a

MENGXI MONICA MA

Certified Financial Planner|Chartered Financial Analyst

SOLANA BEACH, CA

n/a

MARIA ELLEN WELLS

Chartered Financial Analyst

SOLANA BEACH, CA

n/a

BRETT ALEXANDER LATHRUP

Certified Financial Planner

SOLANA BEACH, CA

Meaghan K. Hemmings

Certified Financial Planner

SOLANA BEACH, CA

n/a

Laura Lee Mertz

Certified Financial Planner

SOLANA BEACH, CA

n/a

Zachary Ziegler

Certified Financial Planner

SOLANA BEACH, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEYRER, JON, PAUL

SENIOR FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER

yes

01/2009

Mar 5, 2026

BROOKS, FREDERICK, VINUP

SENIOR FINANCIAL ADVISOR

yes

01/2007

Mar 5, 2026

PRVANOV, STEFAN

MANAGING MEMBER: PRESIDENT/CEO

yes

01/2007

Mar 5, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$940M

n/a

2024

Mar 12, 2025

$862M

n/a

2023

Mar 22, 2024

$780M

n/a

2022

Mar 22, 2023

$690M

n/a

2021

Mar 30, 2022

$786M

n/a

2020

Mar 30, 2021

$722M

n/a

2019

Mar 25, 2020

$602M

n/a

2018

Mar 25, 2019

$504M

n/a

2017

Mar 26, 2018

$529M

n/a

2016

Mar 24, 2017

$470M

n/a

2015

Mar 29, 2016

$414M

n/a

2014

Mar 26, 2015

$433M

n/a

2013

Mar 28, 2014

$396M

n/a

2012

Mar 27, 2013

$343M

n/a

2011

Mar 26, 2012

$324M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$940M

$862M

9.0%

$690M

10.8%