Blankinship & Foster, Llc
- Regulatory AUM
- $940M
- Discretionary
- $940M
- Clients
- 290
- Avg AUM / client
- $3.2M
- Accounts
- 996
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $36.1M | 3.84% |
| High net worth individuals | 225 | $874M | 93.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.1M | 0.12% |
| Charitable organizations | 6 | $28.3M | 3.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan Scripps Clinic Medical Group, Inc. | 2024 | |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Paul Beyrer | Director/Wealth Management And Chief Compliance Officer | CFP | Mar 2004 (22y) | 10% – 25% |
| Stefan Prvanov | Managing Member: President/Ceo | CFP | Mar 2004 (22y) | 50% – 75% |
| Frederick Vinup Brooks | Director/Investment Management | CFP CFA | Nov 2004 (22y) | 10% – 25% |
| Teresa Ann Kakadelas | Registered representative | CFP | Jul 2006 (20y) | |
| Mengxi Monica Ma | Registered representative | CFP CFA | Dec 2009 (17y) | |
| Maria Ellen Wells | Registered representative | CFA | Nov 2022 (4y) | |
| Brett Alexander Lathrup | Registered representative | CFP | Mar 2025 (1y) | |
| Meaghan K. Hemmings | Registered representative | CFP | Sep 2025 (1y) | |
| Laura Lee Mertz | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group, Inc. | 1,073 | $962M | 01/01/2024 |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $928M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗