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STRATEGIC BLUEPRINT, LLC
CRD 284840File 801-108531
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.54B
Top 25% of cohort (national)
Discretionary AUM
$2.52B
Non-discretionary $12.6M
Clients
3,506
8,462 accounts
Employees
56
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 28, 2016
- Principal office
- 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA, 30345
- Phone
- 678-954-4130
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.54B
- Discretionary AUM
- $2.52B
- Non-discretionary AUM
- $12.6M
- Discretionary accounts
- 8,411
- Non-discretionary accounts
- 51
- Total accounts
- 8,462
- AUM per client
- $723K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 45 | $14.0M |
| Charitable organizations | 17 | $1.8M |
| High net worth individuals | 906 | $1.73B |
| Pension and profit sharing plans | 106 | $28.2M |
| Individuals (other than high net worth individuals) | 2,432 | $758.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FAMILY OFFICE FEES, ENDORSEMENTS
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.