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BLUEPRINT FINANCIAL ADVISORS
Legal name: BLUEPRINT FINANCIAL ADVISORS LLC
CRD 315570File 801-121848
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.14B
Non-discretionary $271.5M
Clients
2,330
2,330 accounts
Employees
47
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2021
- Principal office
- 1100 KENILWORTH AVE, SUITE 210, CHARLOTTE, NC, 28204
- Phone
- 844-200-2568
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.41B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $271.5M
- Discretionary accounts
- 2,323
- Non-discretionary accounts
- 7
- Total accounts
- 2,330
- AUM per client
- $607K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $45.8M |
| High net worth individuals | 40 | $561.6M |
| Individuals (other than high net worth individuals) | 2,250 | $806.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
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.