DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blankinship & Foster, LLC
Latest filing Mar 5, 2026
First filing on the tape Mar 26, 2012 · 20 filings
SEC status approved since Jul 1, 1989
RAUM
$940M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$910M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$94.0M
derived; firm RAUM over IAPD count
Employees
16
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$940M as of Mar 5, 2026
Mar 26, 2012$324M then
HNW client RAUM$874M as of Mar 5, 2026
Mar 26, 2018$447M then
State-registered IARs (5.B.3)0 as of Mar 5, 2026
Mar 26, 20120 then
Employees (5.A)16 as of Mar 5, 2026
Mar 27, 201310 then
Private funds: no history
RAUM +9.0% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $94.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $943,280derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 10.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$874M93%
- Individuals$36.1M3.8%
- Charitable organizations$28.3M3.0%
- Pension and profit-sharing plans$1.1M0.1%
- Individual clients
- 59reported
- HNW clients
- 225reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 996reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stefan PrvanovCertified Financial Planner | Solana Beach, Ca | Mar 18, 2004 | 28 y | 0 |
| Jon Paul BeyrerCertified Financial Planner | Solana Beach, Ca | Mar 18, 2004 | 23 y | 0 |
| Frederick Vinup BrooksCertified Financial Planner, Chartered Financial Analyst | Solana Beach, Ca | Nov 18, 2004 | 27 y | 1 |
| Teresa Ann KakadelasCertified Financial Planner | Solana Beach, Ca | Jul 13, 2006 | 20 y | 0 |
| Mengxi Monica MaCertified Financial Planner, Chartered Financial Analyst | Solana Beach, Ca | Dec 16, 2009 | 16 y | 0 |
| Maria Ellen WellsChartered Financial Analyst | Solana Beach, Ca | Nov 22, 2022 | 12 y | 0 |
| Brett Alexander LathrupCertified Financial Planner | Solana Beach, Ca | Mar 11, 2025 | 14 y | 4 |
| Meaghan K. HemmingsCertified Financial Planner | Solana Beach, Ca | Sep 19, 2025 | 18 y | 0 |
| Laura Lee MertzCertified Financial Planner | Solana Beach, Ca | Feb 4, 2026 | 11 y | 0 |
| Zachary ZieglerCertified Financial Planner | Solana Beach, Ca | Jul 23, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 10% of current headcount2 left over 36 months
Left, latest
- Joshua Lee Matyas to Signature Resources Capital Management, LLCDec 5, 2025 · RIA to RIA
- Arley Emmanuel Gonzalez to Koa Wealth Management, LLCJun 13, 2024 · RIA to RIA
- Jeffrey Samuel Platt to Harrison - De Charon, L.L.C.Sep 28, 2004 · Other
Joined, latest
- Brett Alexander Lathrup from Creative Money LLCMar 11, 2025 · Other
- Frederick Vinup Brooks from Zermatt Wealth PartnersNov 18, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Jon Beyrer · Senior Financial Advisor And Chief Compliance Officercontrolsince 01/2009 · owns 10% to 25%
- Vinup Frederick Brooks · Senior Financial Advisorcontrolsince 01/2007 · owns 10% to 25%
- Stefan Prvanov · Managing Member: President/Ceocontrolsince 01/2007 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Solana Beach, Ca · principal | 10 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,013 to 996Aug 27, 2025 to Mar 5, 2026
- Advisory employees · 8 to 9Aug 27, 2025 to Mar 5, 2026
- HNW clients · 213 to 225Aug 27, 2025 to Mar 5, 2026
- Individual clients · 81 to 59Aug 27, 2025 to Mar 5, 2026
- Assets in custody · $6.6M to $19.6MAug 27, 2025 to Mar 5, 2026
- Discretionary RAUM · $862M to $940MAug 27, 2025 to Mar 5, 2026
- HNW RAUM · $785M to $874MAug 27, 2025 to Mar 5, 2026
- Individual RAUM · $45.0M to $36.1MAug 27, 2025 to Mar 5, 2026
- Pension RAUM · $965,874 to $1.1MAug 27, 2025 to Mar 5, 2026
- RAUM · $862M to $940MAug 27, 2025 to Mar 5, 2026
- Accounts · 1,001 to 1,013Sep 20, 2024 to Mar 12, 2025
- Charity clients · 8 to 6Sep 20, 2024 to Mar 12, 2025
- HNW clients · 202 to 213Sep 20, 2024 to Mar 12, 2025
- Individual clients · 92 to 81Sep 20, 2024 to Mar 12, 2025
- Assets in custody · $3.1M to $6.6MSep 20, 2024 to Mar 12, 2025
- Financial planning clients · 101-250 to 101-250Sep 20, 2024 to Mar 12, 2025
- Discretionary RAUM · $780M to $862MSep 20, 2024 to Mar 12, 2025
- HNW RAUM · $692M to $785MSep 20, 2024 to Mar 12, 2025
- Individual RAUM · $49.2M to $45.0MSep 20, 2024 to Mar 12, 2025
- Pension RAUM · $866,910 to $965,874Sep 20, 2024 to Mar 12, 2025
- RAUM · $780M to $862MSep 20, 2024 to Mar 12, 2025
- Accounts · 1,006 to 1,001Mar 22, 2023 to Mar 22, 2024
- Advisory employees · 7 to 8Mar 22, 2023 to Mar 22, 2024
- Charity clients · 7 to 8Mar 22, 2023 to Mar 22, 2024
- HNW clients · 188 to 202Mar 22, 2023 to Mar 22, 2024
- Individual clients · 107 to 92Mar 22, 2023 to Mar 22, 2024
- Assets in custody · $3.6M to $3.1MMar 22, 2023 to Mar 22, 2024
- Discretionary RAUM · $690M to $780MMar 22, 2023 to Mar 22, 2024
- HNW RAUM · $600M to $692MMar 22, 2023 to Mar 22, 2024
- Individual RAUM · $57.5M to $49.2MMar 22, 2023 to Mar 22, 2024
- Pension RAUM · $776,417 to $866,910Mar 22, 2023 to Mar 22, 2024
- RAUM · $690M to $780MMar 22, 2023 to Mar 22, 2024
- Accounts · 980 to 1,006Nov 23, 2022 to Mar 22, 2023
- HNW clients · 202 to 188Nov 23, 2022 to Mar 22, 2023
- Individual clients · 89 to 107Nov 23, 2022 to Mar 22, 2023
- Assets in custody · $2.5M to $3.6MNov 23, 2022 to Mar 22, 2023
- Employees · 15 to 16Nov 23, 2022 to Mar 22, 2023
- Discretionary RAUM · $786M to $690MNov 23, 2022 to Mar 22, 2023
- HNW RAUM · $698M to $600MNov 23, 2022 to Mar 22, 2023
- Individual RAUM · $46.0M to $57.5MNov 23, 2022 to Mar 22, 2023
Signals
2 dated events
- Joshua Lee Matyas left Blankinship & Foster, Llc for Signature Resources Capital Management, Llc (registered 2025-12-09)Dec 5, 2025 · Advisor changed firm · fact
- Arley Emmanuel Gonzalez left Blankinship & Foster, Llc for Koa Wealth Management, Llc (registered 2024-08-06)Jun 13, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blankinship-&-foster-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BFADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 858-755-5166reportedpublic record, Form ADV, Mar 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $94.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026