DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blueprint Investment Partners LLC
Latest filing Jul 30, 2026
First filing on the tape Jun 28, 2016 · 44 filings
SEC status approved since Jul 8, 2016
RAUM
$1.8B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$356M
derived; firm RAUM over IAPD count
Employees
9
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$1.8B as of Jul 30, 2026
Mar 31, 2017$103M then
HNW client RAUM$0 as of Mar 29, 2024
Mar 29, 2018$0 then
State-registered IARs (5.B.3)5 as of Jul 30, 2026
Mar 31, 20172 then
Employees (5.A)9 as of Jul 30, 2026
Mar 31, 20175 then
Private funds: no history
RAUM +45% over the last fiscal year+49% a year over threeIARs 7 to 5
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
- RAUM per advisor
- $356MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $98.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +52%derivedbetween the last two annual amendments
- Advisor growth, one year
- -29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$1.3B76%
- Investment companies$434M24%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan David Robinson | Greensboro, Nc | Jan 8, 2020 | 20 y | 1 |
| Mike Carlone | Manalapan, Nj | Feb 24, 2020 | 19 y | 0 |
| Kenneth Browne Peters | Greensboro, Nc | Apr 16, 2021 | 12 y | 1 |
| Gregory Patrick Gerhartz | Medford, Nj | Feb 1, 2024 | 23 y | 1 |
| Laurie Michele Moore | Greensboro, Nc | Jul 9, 2024 | 32 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Eric James Perry to Capinsights Partners, LLCNov 20, 2023 · Other
- Steven Robert Nelson to Capinsights Partners, LLCNov 20, 2023 · Other
Joined, latest
- Laurie Michele Moore from Citigroup Global Markets Inc.Jul 9, 2024 · Other
- Gregory Patrick Gerhartz from Long Short Advisors, LLCFeb 1, 2024 · Other
- Eric James Perry from Mesirow Financial Investment Management, Inc.Jul 7, 2023 · Other
- Steven Robert Nelson from Clarkston Capital Partners, LLCMay 16, 2023 · Other
- Kenneth Browne Peters from Stearns Financial GroupApr 16, 2021 · Other
- Jonathan David Robinson from Bluegrass Capital Advisors, LLCJan 8, 2020 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Brandon Langley · Cco, President And Managing Membercontrolsince 01/2014 · owns 25% to 50%
- Thomas Ralph Mayes · Partnercontrolsince 10/2016 · owns 25% to 50%
- David Jonathan Robinson · Ceo And Managing Membercontrolsince 01/2014 · owns 25% to 50%
- Richard Rory Collins · Membercontrolsince 08/2022 · owns 25% to 50% of Blueprint North 1, LLC
- Gene Tony Hauck · Membercontrolsince 08/2022 · owns 25% to 50% of Blueprint North 1, LLC
- Mike Carlone · Membersince 03/2023 · owns less than 5%
- Randall James Arthaud · Trusteesince 05/2010 · owns F of James R. Arthaud Revocable Trust
Entity owners
- James R. Arthaud Revocable Trust · Memberindirect · owns 25% to 50% of Blueprint North 1, LLC
- Blueprint North 1, LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Blueprint Financial Advisorsinvestment adviseryRAUM $1.4B
- Blueprint Fund Managementinvestment advisernRAUM $340M
- Blueprint Insurance Servicesreal estatey
- Capinsights Partners, LLCinvestment advisern
- Maplewood Investments, Inc.broker-dealern
- Miai, Inc.investment adviserreal estatenRAUM $213M
Advisers that list Blueprint Investment Partners LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greensboro, Nc · principal | 5 | 0 | 0 | ||
| Charlotte, Nc | 0 | 0 | 0 | ||
| Stamford, Ct | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC1 employees
- Roscoe, IL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.7B to $1.5BApr 1, 2026 to Jul 30, 2026
- Non-discretionary RAUM · $122M to $297MApr 1, 2026 to Jul 30, 2026
- RAUM · $1.9B to $1.8BApr 1, 2026 to Jul 30, 2026
- Accounts · 17 to 18Aug 18, 2025 to Apr 1, 2026
- BD registered reps · 5 to 4Aug 18, 2025 to Apr 1, 2026
- Employees · 11 to 9Aug 18, 2025 to Apr 1, 2026
- Insurance-licensed employees · 3 to 2Aug 18, 2025 to Apr 1, 2026
- State-registered IARs · 7 to 5Aug 18, 2025 to Apr 1, 2026
- Discretionary RAUM · $1.2B to $1.7BAug 18, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $15.7M to $122MAug 18, 2025 to Apr 1, 2026
- RAUM · $1.2B to $1.9BAug 18, 2025 to Apr 1, 2026
- Accounts · 15 to 17Nov 25, 2024 to Mar 26, 2025
- Advisory employees · 7 to 3Nov 25, 2024 to Mar 26, 2025
- BD registered reps · 1 to 5Nov 25, 2024 to Mar 26, 2025
- Employees · 15 to 11Nov 25, 2024 to Mar 26, 2025
- Insurance-licensed employees · 1 to 3Nov 25, 2024 to Mar 26, 2025
- Financial planning clients · unset to Nov 25, 2024 to Mar 26, 2025
- State-registered IARs · 5 to 7Nov 25, 2024 to Mar 26, 2025
- Other offices · 8 to 1Nov 25, 2024 to Mar 26, 2025
- Discretionary RAUM · $840M to $1.2BNov 25, 2024 to Mar 26, 2025
- HNW RAUM · 0.0 to unsetNov 25, 2024 to Mar 26, 2025
- Individual RAUM · 0.0 to unsetNov 25, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $9.4M to $15.7MNov 25, 2024 to Mar 26, 2025
- Pension RAUM · 0.0 to unsetNov 25, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · 0.0 to unsetNov 25, 2024 to Mar 26, 2025
- RAUM · $849M to $1.2BNov 25, 2024 to Mar 26, 2025
- Related broker-dealer · false to trueJul 8, 2024 to Nov 25, 2024
- Other offices · 7 to 8Mar 29, 2024 to May 9, 2024
- Accounts · 13 to 15Jun 22, 2023 to Mar 29, 2024
- Advisory employees · 5 to 7Jun 22, 2023 to Mar 29, 2024
- BD registered reps · 2 to 1Jun 22, 2023 to Mar 29, 2024
- Employees · 9 to 15Jun 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $533M to $840MJun 22, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $9.4MJun 22, 2023 to Mar 29, 2024
- RAUM · $533M to $849MJun 22, 2023 to Mar 29, 2024
- Other offices · 2 to 7Mar 29, 2024 to Mar 29, 2024
- Accounts · 16 to 13Oct 4, 2022 to Mar 31, 2023
- Advisory employees · 6 to 5Oct 4, 2022 to Mar 31, 2023
- BD registered reps · 1 to 2Oct 4, 2022 to Mar 31, 2023
- Employees · 10 to 9Oct 4, 2022 to Mar 31, 2023
Signals
17 dated events
- Blueprint Investment Partners Llc reported RAUM $1.9B, up 52% from $1.2B (2025-08-18 to 2026-04-01)Apr 1, 2026 · RAUM change · derived
- Andrea Louise Swope no longer registered at Blueprint Investment Partners Llc; no later IA registration on IAPDJun 30, 2025 · Advisor departure · fact
- Blueprint Investment Partners Llc reported 1 offices beyond its principal office, down from 8 (2024-11-25 to 2025-03-26)Mar 26, 2025 · Office count change · derived
- Blueprint Investment Partners Llc reported RAUM $1.2B, up 45% from $849.4M (2024-11-25 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Richard Rory Collins (Member) appeared on Schedule A of Blueprint Investment Partners LlcNov 25, 2024 · Control person joined · fact
- Gene Tony Hauck (Member) appeared on Schedule A of Blueprint Investment Partners LlcNov 25, 2024 · Control person joined · fact
- Blueprint Investment Partners Llc reported 7 offices beyond its principal office, up from 2 (2024-03-29 to 2024-03-29)Mar 29, 2024 · Office count change · derived
- Blueprint Investment Partners Llc reported RAUM $849.4M, up 59% from $533.1M (2023-06-22 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Steven Robert Nelson left Blueprint Investment Partners Llc for Capinsights Partners, Llc (registered 2023-09-14)Nov 20, 2023 · Advisor changed firm · fact
- Eric James Perry left Blueprint Investment Partners Llc for Capinsights Partners, Llc (registered 2023-09-17)Nov 20, 2023 · Advisor changed firm · fact
- 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)Mar 31, 2023 · Control person left · inference
- Blueprint Investment Partners Llc reported RAUM $468.3M, up 39% from $337.0M (2022-02-01 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Blueprint Investment Partners Llc reported RAUM $367.1M, up 76% from $208.2M (2020-01-03 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- Thomas R Mayes (Partner) appeared on Schedule A of Blueprint Investment Partners LlcMar 31, 2020 · Control person joined · fact
- Thomas Ralph Mayes (Partner) no longer on Schedule A of Blueprint Investment Partners Llc (listed 2020-01-03, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- W Rick Bone (Partner And Director Of Business Development) appeared on Schedule A of Blueprint Investment Partners LlcJan 3, 2020 · Control person joined · fact
- Blueprint Investment Partners Llc filed its initial SEC registration (Form ADV)Jun 28, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blueprint-investment-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BLUEPRINTIP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-245-7339reportedpublic record, Form ADV, Jul 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $356Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026