BLUEPRINT FINANCIAL ADVISORS
BLUEPRINT FINANCIAL ADVISORS LLC Legal Name
Adviser information for BLUEPRINT FINANCIAL ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 672 | $120.9M |
| Non-Discretionary | 71 | $11.7M |
| Total | 743 | $132.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 341 | $61.1M |
| HNW Individuals | 23 | $71.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesSubscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-121848 |
|---|---|
| SEC ERA File Number | 801-121848 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315570 |
| Legal Entity Identifier | None |
Principal Office
1250 REVOLUTION MILL DRIVESUITE 150
GREENSBORO
NC
United States
Monday - Friday, 8:30-5:00
Tel: 336-609-7522, Fax: None
Websites
buildyourblueprint.com/
www.greenbeatfinancial.com/
www.linkedin.com/in/greenbeat-financial/
mobile.twitter.com/greenbeatf
www.instagram.com/greenbeat.financial/
www.bluegrassca.com/
bluegrasscap.com/
bluegrasscapadv.com/
rfwealthmanagement.com/
millerswealth.com/
fulcrumwealth.com/
www.linkedin.com/company/blueprint-financial-advisors/
Chief Compliance Officer
BRANDON LANGLEY
1250 REVOLUTION MILL DRIVE
SUITE 150
GREENSBORO
NC
United States
Tel:
3366097522
B**************@**************M
(Full email address available in API data)
Regulatory Contact
ANDREA JOHNSON SWOPE
1250 REVOLUTION MILL DRIVE
SUITE 150
GREENSBORO
NC
United States
A*************@***************M
(Full email address available in API data)
Industry Affiliates
| BLUEPRINT FUND MANAGEMENT | Other investment adviser, including financial planners |
| BLUEPRINT INVESTMENT PARTNERS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROBINSON, JONATHAN, DAVID | Individual | – | MEMBER | 06/2021 | 25-50% |
| LANGLEY, BRANDON, SCOTT | Individual | – | MEMBER & CCO | 06/2021 | 10-25% |
| Swope, Andrea, Louise | Individual | – | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE | 03/2023 | 5-10% |
| PETERS, KENNETH, BROWNE | Individual | – | MEMBER | 03/2023 | < 5% |
| Carlone, Mike | Individual | – | MEMBER | 03/2023 | 5-10% |
| Hands, Nicole, Marie | Individual | – | MEMBER | 01/2023 | < 5% |
| Mayes, Ralph, Thomas | Individual | – | MEMBER | 03/2023 | 10-25% |
| Crawford, Daniel, Joseph | Individual | – | MEMBER | 03/2023 | < 5% |