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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 57 | 56 | decreased by1 |
| Apr 1, 2026 | Clients | 3,742 | 3,506 | decreased by236 |
| Apr 1, 2026 | AUM | $2,671,662,109 | $2,535,734,578 | decreased by$135,927,531 |
| Apr 1, 2026 | Accounts | 9,067 | 8,462 | decreased by605 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 57 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,195 | 3,742 | increased by1,547 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,531,823,014 | $2,671,662,109 | increased by$1,139,839,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,245 | 9,067 | increased by3,822 |
| Apr 1, 2022 | Employees | 46 | 52 | increased by6 |
| Apr 1, 2022 | Clients | 1,287 | 2,195 | increased by908 |
| Apr 1, 2022 | AUM | $774,411,146 | $1,531,823,014 | increased by$757,411,868 |
| Apr 1, 2022 | Accounts | 3,124 | 5,245 | increased by2,121 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC BLUEPRINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC BLUEPRINT” may also match similarly-named firms). Confirm identity against each filing.
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.