Blankinship & Foster, LLC
Firm details
- Headquarters
- Solana Beach, California
- CRD number
- 104795
- Registered since
- July 1, 1989
- Website
- www.bfadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.03%
- Individuals3.84%
- Charitable Organizations3.02%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blankinship & Foster, LLC is an independent, SEC-registered RIA that has been operating since 1989. The firm is owner-operated and describes itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and larger institutional clients, along with manager selection and educational workshops. Compensation comes through asset-based fees as well as hourly and fixed-fee arrangements. FINTRX notes an industry recognition: the firm appeared on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
2 of 2
Stefan Prvanov
President, CEOCRD 3000743
Mengxi Ma
Chief Investment OfficerCRD 5734515
Contacts
3 of 8
Jon Beyrer
Director, Wealth ManagementCRD 4774761
Brett Lathrup
Financial AdvisorCRD 6554106
Frederick Brooks
DirectorCRD 3157903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$455M in ETFs
70%
$319M
29%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $133M | 2,582,272 | 29.32% |
Location
Solana Beach, CA
San Diego
Location
Solana Beach, CA
Headquartered in Solana Beach, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 420 Stevens Ave
- Time zone
- PT (UTC-8)
- Office locations
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