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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

BLUEPRINT INVESTMENT PARTNERS LLC

CRD 170196

GREENSBORO, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3542c5b0-9760-8a11-dcae-83753bd64466

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 17
On other graphs: 0
Observed: Jun 28, 2016 to Jul 30, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $356Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 18
SEC number: 801-108069
CRD: 170196
Filings on the tape: 44
First filed: Jun 28, 2016
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN DAVID ROBINSON	n/a	GREENSBORO, NC	6	20	1	no
Mike Carlone	n/a	Manalapan, NJ \| GREENSBORO, NC	6	19	n/a	no
KENNETH BROWNE PETERS	n/a	GREENSBORO, NC	5	12	1	no
Gregory Patrick Gerhartz	n/a	Medford, NJ \| GREENSBORO, NC	2	23	1	no
LAURIE MICHELE MOORE	n/a	GREENSBORO, NC \| Frisco, TX	2	32	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLLINS, RORY, RICHARD	Member	C	yes	08/2022	Nov 25, 2024	Nov 25, 2024
HAUCK, TONY, GENE	Member	C	yes	08/2022	Nov 25, 2024	Nov 25, 2024
JAMES R. ARTHAUD REVOCABLE TRUST	Member	C	yes	08/2021	Nov 25, 2024	Nov 25, 2024
LANGLEY, BRANDON, SCOTT	CCO, PRESIDENT AND MANAGING MEMBER	C	yes	01/2014	Jun 28, 2016	Nov 25, 2024
Mayes, Ralph, Thomas	Partner	C	yes	10/2016	Mar 31, 2020	Nov 25, 2024
ROBINSON, JONATHAN, DAVID	CEO AND MANAGING MEMBER	C	yes	01/2014	Jun 28, 2016	Nov 25, 2024
ARTHAUD, JAMES, RANDALL	Trustee	F	no	05/2010	Nov 25, 2024	Nov 25, 2024
BLUEPRINT NORTH 1, LLC	Member	B	no	01/2023	Mar 31, 2023	Nov 25, 2024
Carlone, Mike	Member	Na	no	03/2023	Nov 25, 2024	Nov 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUEPRINT FINANCIAL ADVISORS LLC	n/a	Independent wealth	$1.4B	Y	yes	n/a
BLUEPRINT FUND MANAGEMENT LLC	n/a	Asset manager	$340M	N	yes	n/a
MIAI, INC.	n/a	Independent wealth	$213M	N	yes	n/a
CAPINSIGHTS PARTNERS, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
BLUEPRINT INSURANCE SERVICES	n/a	n/a	n/a	Y	yes	n/a
MAPLEWOOD INVESTMENTS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Roscoe	IL	United States	1	no
Charlotte	Nc	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.9B	$1.7B	9	3	1	n/a	n/a
2024	Mar 26, 2025	$1.2B	$1.2B	11	3	1	n/a	n/a
2023	Mar 29, 2024	$849M	$840M	15	7	2	n/a	n/a
2022	Mar 31, 2023	$533M	$533M	9	5	2	n/a	n/a
2021	Mar 31, 2022	$468M	$458M	10	6	3	n/a	n/a
2020	Mar 31, 2021	$337M	$232M	10	6	3	n/a	n/a
2019	Mar 31, 2020	$367M	$197M	11	6	3	n/a	n/a
2018	Mar 27, 2019	$208M	$144M	6	4	0	n/a	n/a
2017	Mar 29, 2018	$124M	$80.2M	6	4	0	n/a	n/a
2016	Mar 31, 2017	$103M	$71.5M	5	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.2B	44.9%	$533M	49.4%	9	11	1	1

Relationships

Affiliated with (8)

← MIAI, INC.Registered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
→ MIAI, INC.Registered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT FUND MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
→ CAPINSIGHTS PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT FUND MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV
← CAPINSIGHTS PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← LAURIE MICHELE MOOREAdvisorregistration: current employment
Jul 9, 2024 to presentfactForm ADV
← Gregory Patrick GerhartzAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← KENNETH BROWNE PETERSAdvisorregistration: current employment
Apr 16, 2021 to presentfactForm ADV
← Mike CarloneAdvisorregistration: current employment
Feb 24, 2020 to presentfactForm ADV
← JONATHAN DAVID ROBINSONAdvisorregistration: current employment
Jan 8, 2020 to presentfactForm ADV
← Andrea Louise SwopeAdvisorregistration: previous registration
Oct 5, 2022 to Jun 30, 2025factForm ADV
← ERIC JAMES PERRYAdvisorregistration: previous registration
Jul 7, 2023 to Nov 20, 2023factForm ADV
← STEVEN ROBERT NELSONAdvisorregistration: previous registration
May 16, 2023 to Nov 20, 2023factForm ADV

Controls (6)

← Mayes, Ralph, ThomasOwnerPARTNER, ownership code C, individual
Mar 31, 2020 to Nov 25, 2024factForm ADV
← ROBINSON, JONATHAN, DAVIDOwnerCEO AND MANAGING MEMBER, ownership code C, individual
Jun 28, 2016 to Nov 25, 2024factForm ADV
← COLLINS, RORY, RICHARDOwnerMEMBER, ownership code C, individual
Nov 25, 2024 to Nov 25, 2024factForm ADV
← LANGLEY, BRANDON, SCOTTOwnerCCO, PRESIDENT AND MANAGING MEMBER, ownership code C, individual
Jun 28, 2016 to Nov 25, 2024factForm ADV
← HAUCK, TONY, GENEOwnerMEMBER, ownership code C, individual
Nov 25, 2024 to Nov 25, 2024factForm ADV
← JAMES R. ARTHAUD REVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Nov 25, 2024 to Nov 25, 2024factForm ADV

Owns (3)

← Carlone, MikeOwnerMEMBER, ownership code NA, individual
Nov 25, 2024 to Nov 25, 2024factForm ADV
← ARTHAUD, JAMES, RANDALLOwnerTRUSTEE, ownership code F, individual
Nov 25, 2024 to Nov 25, 2024factForm ADV
← BLUEPRINT NORTH 1, LLCOwnerMEMBER, ownership code B, domestic entity
Mar 31, 2023 to Nov 25, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 1, 2026
Regulatory AUM changed
Blueprint Investment Partners Llc reported RAUM $1.9B, up 52% from $1.2B (2025-08-18 to 2026-04-01)
Form ADVobserved 6 days ago
$642M
Occurred
Jun 30, 2025
Advisor departed, no destination yet
Andrea Louise Swope no longer registered at Blueprint Investment Partners Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Blueprint Investment Partners Llc reported RAUM $1.2B, up 45% from $849.4M (2024-11-25 to 2025-03-26)
Form ADVobserved 6 days ago
$378M
Occurred
Nov 25, 2024
Control person joined
Richard Rory Collins (Member) appeared on Schedule A of Blueprint Investment Partners Llc
Form ADVobserved 6 days ago
Occurred
Nov 25, 2024
Control person joined
Gene Tony Hauck (Member) appeared on Schedule A of Blueprint Investment Partners Llc
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Blueprint Investment Partners Llc reported RAUM $849.4M, up 59% from $533.1M (2023-06-22 to 2024-03-29)
Form ADVobserved 6 days ago
$316M
Occurred
Nov 20, 2023
Advisor changed firm
Steven Robert Nelson left Blueprint Investment Partners Llc for Capinsights Partners, Llc (registered 2023-09-14)
Form ADVobserved 6 days ago
Occurred
Nov 20, 2023
Advisor changed firm
Eric James Perry left Blueprint Investment Partners Llc for Capinsights Partners, Llc (registered 2023-09-17)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person left
W Rick Bone (Partner And Director Of Business Development) no longer on Schedule A of Blueprint Investment Partners Llc (listed 2022-10-04, absent 2023-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Blueprint Investment Partners Llc reported RAUM $468.3M, up 39% from $337.0M (2022-02-01 to 2022-03-31)
Form ADVobserved 6 days ago
$131M
Occurred
Mar 31, 2020
Regulatory AUM changed
Blueprint Investment Partners Llc reported RAUM $367.1M, up 76% from $208.2M (2020-01-03 to 2020-03-31)
Form ADVobserved 6 days ago
$159M
Occurred
Mar 31, 2020
Control person joined
Thomas R Mayes (Partner) appeared on Schedule A of Blueprint Investment Partners Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2020
Control person left
Thomas Ralph Mayes (Partner) no longer on Schedule A of Blueprint Investment Partners Llc (listed 2020-01-03, absent 2020-03-31)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2020
Control person joined
W Rick Bone (Partner And Director Of Business Development) appeared on Schedule A of Blueprint Investment Partners Llc
Form ADVobserved 6 days ago
Occurred
Jun 28, 2016
First Form ADV filing
Blueprint Investment Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 26, 2025
Blueprint Investment Partners Llc reported 1 offices beyond its principal office, down from 8 (2024-11-25 to 2025-03-26)
Occurred
Mar 29, 2024
Blueprint Investment Partners Llc reported 7 offices beyond its principal office, up from 2 (2024-03-29 to 2024-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3542c5b0-9760-8a11-dcae-83753bd64466
First observed: Jun 28, 2016
Last observed: Jul 30, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEPRINT INVESTMENT PARTNERS LLC

CRD 170196

GREENSBORO, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3542c5b0-9760-8a11-dcae-83753bd64466

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN DAVID ROBINSON

n/a

GREENSBORO, NC

Mike Carlone

n/a

Manalapan, NJ | GREENSBORO, NC

n/a

KENNETH BROWNE PETERS

n/a

GREENSBORO, NC

Gregory Patrick Gerhartz

n/a

Medford, NJ | GREENSBORO, NC

LAURIE MICHELE MOORE

n/a

GREENSBORO, NC | Frisco, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLLINS, RORY, RICHARD

Member

yes

08/2022

Nov 25, 2024

HAUCK, TONY, GENE

Member

yes

08/2022

Nov 25, 2024

JAMES R. ARTHAUD REVOCABLE TRUST

Member

yes

08/2021

Nov 25, 2024

LANGLEY, BRANDON, SCOTT

CCO, PRESIDENT AND MANAGING MEMBER

yes

01/2014

Jun 28, 2016

Nov 25, 2024

Mayes, Ralph, Thomas

Partner

yes

10/2016

Mar 31, 2020

Nov 25, 2024

ROBINSON, JONATHAN, DAVID

CEO AND MANAGING MEMBER

yes

01/2014

Jun 28, 2016

Nov 25, 2024

ARTHAUD, JAMES, RANDALL

Trustee

05/2010

Nov 25, 2024

BLUEPRINT NORTH 1, LLC

Member

01/2023

Mar 31, 2023

Nov 25, 2024

Carlone, Mike

Member

03/2023

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUEPRINT FINANCIAL ADVISORS LLC

n/a

Independent wealth

$1.4B

yes

n/a

BLUEPRINT FUND MANAGEMENT LLC

n/a

Asset manager

$340M

yes

n/a

MIAI, INC.

n/a

Independent wealth

$213M

yes

n/a

CAPINSIGHTS PARTNERS, LLC

n/a

Former SEC adviser

yes

n/a

BLUEPRINT INSURANCE SERVICES

n/a

yes

n/a

MAPLEWOOD INVESTMENTS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Roscoe

United States

Charlotte

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.9B

$1.7B

n/a

2024

Mar 26, 2025

$1.2B

n/a

2023

Mar 29, 2024

$849M

$840M

n/a

2022

Mar 31, 2023

$533M

n/a

2021

Mar 31, 2022

$468M

$458M

n/a

2020

Mar 31, 2021

$337M

$232M

n/a

2019

Mar 31, 2020

$367M

$197M

n/a

2018

Mar 27, 2019

$208M

$144M

n/a

2017

Mar 29, 2018

$124M

$80.2M

n/a

2016

Mar 31, 2017

$103M

$71.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.2B

44.9%

$533M

49.4%