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
Strategic Blueprint, LLC
Latest filing May 7, 2026
First filing on the tape Oct 8, 2016 · 77 filings
SEC status approved since Oct 28, 2016
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$2.5B individuals and HNW
Advisors
54
registered through the firm on IAPD
RAUM per advisor
$47.0M
derived; firm RAUM over IAPD count
Employees
56
51 advisory (5.B.1)
Offices
26
beyond the principal office
Private funds
0
reported on Schedule D
History
77 filings and snapshots on the tape
RAUM$2.5B as of May 7, 2026
Mar 29, 2017$0 then
HNW client RAUM$1.7B as of May 7, 2026
Mar 29, 2018$43.4M then
State-registered IARs (5.B.3)56 as of May 7, 2026
Mar 29, 20171 then
Employees (5.A)56 as of May 7, 2026
Mar 29, 20174 then
Private funds: no history
RAUM -5.1% over the last fiscal year+15% a year over threeIARs 57 to 56offices 27 to 26
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $47.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 62derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $299,661derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived27 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -9.4%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscription, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Wrap fee program
- $1.1BreportedItem 5.I
- Custody
- $863M, 1,227 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- controlled by a public reporting company (10.A)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B68%
- Individuals$758M30%
- Pension and profit-sharing plans$28.2M1.1%
- Corporations and businesses$14.0M0.6%
- Charitable organizations$1.8M0.1%
- Individual clients
- 2,432reported
- HNW clients
- 906reported
- Pension plan clients
- 106reported
- Charitable clients
- 17reported
- Accounts
- 8,462reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $863M for 1,227 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=38.0derived
Advisors registered through the firm
42 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Todd Randall Walker | Greensboro, Nc | Aug 11, 2017 | 30 y | 4 |
| Bryson Andrew Hutchings | Cedar Hills, Ut | Aug 9, 2018 | 18 y | 0 |
| Ashley MaddenCertified Financial Planner | Greensboro, Nc | Dec 6, 2018 | 20 y | 2 |
| Brett E. Dysart | Raleigh, Nc | Jul 9, 2019 | 17 y | 0 |
| Kelsey Marie Oltmans | Raleigh, Nc | Jul 9, 2019 | 20 y | 0 |
| Jason Marshall Harris | Raleigh, Nc | Jul 9, 2019 | 12 y | 0 |
| Nathan Andrew OltmansCertified Financial Planner | Raleigh, Nc | Jul 9, 2019 | 19 y | 0 |
| Rebecca Roseanne AbelCertified Financial Planner | Farmington Hills, Mi | Feb 3, 2020 | 26 y | 1 |
| Coleman Troy Benko | Watkinsville, Ga | Sep 18, 2020 | 18 y | 2 |
| Terry Doyle BuskirkCertified Financial Planner | Holdrege, Ne | Oct 14, 2020 | 36 y | 3 |
| Jonathan Michael Denton | Raleigh, Nc | Oct 28, 2020 | 12 y | 0 |
| Cole Edward Hickman | Greensboro, Nc | Dec 8, 2020 | 12 y | 0 |
| Julie Ann Sullivan | Atlanta, Ga | Apr 1, 2021 | 43 y | 3 |
| David Comings WhitmoreCertified Financial Planner | Brookhaven, Ga | May 18, 2021 | 23 y | 1 |
| Brian Calvin Baker | Clemson, Sc | Sep 17, 2021 | 10 y | 0 |
| Tammy Lyn Sartain | Clemson, Sc | Sep 17, 2021 | 11 y | 0 |
| Salvatore Picciallo | Staten Island, Ny | Nov 22, 2021 | 19 y | 5 |
| David Jeffrey Armbruster | North Charleston, Sc | Apr 1, 2022 | 18 y | 2 |
| Matthew Daniel Goodwin | Monroe, Ga | Jul 19, 2022 | 20 y | 2 |
| Mason Cole BachelorCertified Financial Planner | Watkinsville, Ga | Aug 19, 2022 | 13 y | 0 |
| Neel Navin Patel | Watkinsville, Ga | Jun 14, 2023 | 20 y | 0 |
| David Comings Whitmore | Brookhaven, Ga | Jun 14, 2023 | 10 y | 1 |
| Timothy Marshal ConradCertified Financial Planner | Raleigh, Nc | Oct 6, 2023 | 10 y | 1 |
| Justin KizerCertified Financial Planner | Charleston, Sc | Oct 6, 2023 | 11 y | 0 |
| Gregory Hanft | Atlanta, Ga | Nov 8, 2023 | 10 y | 2 |
| Caroline Madolyn Ainsworth | Charleston, Sc | Feb 29, 2024 | 10 y | 1 |
| Roger Eugene WoodruffChartered Financial Consultant | Lewisburg, Wv | Mar 18, 2024 | 39 y | 4 |
| William Bradley Helms | Greensboro, Nc | May 17, 2024 | 17 y | 1 |
| Abigayle Julia Loblein | Charleston, Sc | Jul 26, 2024 | 20 y | 0 |
| Robert Warren Hamm | Spanish Fork, Ut | Oct 1, 2024 | 11 y | 2 |
| Sean Austin Baker | Clemson, Sc | Nov 5, 2024 | 12 y | 0 |
| Martin Joseph SergiCertified Financial Planner | Charleston, Sc | Jan 1, 2025 | 15 y | 0 |
| Adam Bradley Rosier | Northville, Mi | Jan 7, 2025 | 33 y | 1 |
| Matthew J StephensCertified Financial Planner | Wilmington, Nc | Feb 12, 2025 | 17 y | 3 |
| Brandon Wyatt HainesCertified Financial Planner | Wilmington, Nc | Feb 12, 2025 | 24 y | 3 |
| Kathryn Joan OswaldCertified Financial Planner | Wilmington, Nc | Feb 12, 2025 | 24 y | 3 |
| Karen Ann Walsh | Wilmington, Nc | Feb 12, 2025 | 28 y | 4 |
| Gregory A. Garcia | Watkinsville, Ga | Feb 14, 2025 | 44 y | 0 |
| Robert John Wheeler | Wilmington, Nc | Feb 17, 2025 | 25 y | 3 |
| John Rice Edmonds | Charleston, Sc | May 9, 2025 | 10 y | 0 |
Advisor movement
9 left, 0 joined in 12 months
net -9 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount15 left over 36 months
Left, latest
- Ashley Lynn Reiter to Great River FinancialAug 14, 2026 · RIA to RIA
- Melissa Bunson to Bip Wealth, LLCApr 9, 2026 · RIA to RIA
- Scott Huneycutt Levy to Bip Wealth, LLCApr 1, 2026 · RIA to RIA
- Patrick Ryan Self to Bip Wealth, LLCDec 31, 2025 · RIA to RIA
- Warren Dean Prehmus to Bip Wealth, LLCDec 31, 2025 · RIA to RIA
- Chad Joseph Edwards to Bip Wealth, LLCDec 31, 2025 · RIA to RIA
- Andrew James Prehmus to Bip Wealth, LLCDec 31, 2025 · RIA to RIA
- Julius Steven Hutchinson to The Strategic Financial AllianceOct 29, 2025 · RIA to affiliated broker-dealer or bank
- Kevin John Ebbink to Compass Financial Services, Inc.Oct 1, 2025 · RIA to a state-registered adviser
- Michelle Rene Pommeranz to Cetera Investment Advisers LLCApr 1, 2025 · RIA to affiliated broker-dealer or bank
- Brian Michael Lehner to Cetera Investment Advisers LLCApr 1, 2025 · RIA to affiliated broker-dealer or bank
- Amy Jo Shope to Cetera Investment Advisers LLCApr 1, 2025 · RIA to affiliated broker-dealer or bank
- Ryan Bennett Droeg to United Advisor GroupOct 18, 2024 · RIA to RIA
- Judah D Margulies to Trajan Wealth, L.L.C.Sep 5, 2024 · RIA to RIA
- Sean Brian Smith to LPL Financial LLCMay 7, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- Ashley Lynn Reiter from Merino Wealth ManagementSep 16, 2025 · Other
- Barry M Shapiro from Commonwealth Financial NetworkAug 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- Robert John Wheeler from Osaic Advisory Services, LLCFeb 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kathryn Joan Oswald from Osaic Advisory Services, LLCFeb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brandon Wyatt Haines from Osaic Advisory Services, LLCFeb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Matthew J Stephens from Osaic Advisory Services, LLCFeb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Karen Ann Walsh from Osaic Advisory Services, LLCFeb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Adam Bradley Rosier from Ameriprise Financial Services, LLCJan 7, 2025 · Affiliated broker-dealer or bank to independent RIA
- Robert Warren Hamm from Osaic Advisory Services, LLCOct 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- William Bradley Helms from Capital Investment Advisory Services, LLCMay 17, 2024 · Affiliated broker-dealer or bank to independent RIA
- Roger Eugene Woodruff from Arbor Point AdvisorsMar 18, 2024 · Affiliated broker-dealer or bank to independent RIA
- Caroline Madolyn Ainsworth from Wells Fargo AdvisorsFeb 29, 2024 · Wirehouse to independent RIA
- Gregory Hanft from Ci Brightworth Private WealthNov 8, 2023 · RIA to RIA
- Timothy Marshal Conrad from Monsour Advisory Services, Inc.Oct 6, 2023 · Other
- Sean Brian Smith from The Strategic Financial AllianceJul 17, 2023 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Bip Wealth, LLCApr 1, 2026 · Peachtree Corners, Ga
- 4 left for Bip Wealth, LLCDec 31, 2025 · Peachtree Corners, Ga
- 3 left for Cetera Investment Advisers LLCApr 1, 2025 · Perrysburg, Oh
- 3 joined from Osaic Advisory Services, LLCFeb 12, 2025 · Atlanta, Ga
- 2 joined from Osaic Advisory Services, LLCFeb 12, 2025 · Clemmons, Nc
- 2 joined from Usadvisors Wealth Management, LLCOct 9, 2020 · Holdrege, Ne
- 3 joined from Bfc Planning, Inc.Sep 13, 2019 · Cedar Rapids, Ia
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Bryan · Evp, Chief Growth Officercontrolsince 05/2024 · owns less than 5%
- Killingsworth Joseph Copeland · Vice President, Technology And Informationcontrolsince 01/2018 · owns less than 5%
- Gregory Hanft · Chief Compliance Officercontrolsince 03/2026 · owns less than 5%
- Ann Julie Sullivan · Presidentcontrolsince 08/2016 · owns less than 5%
- James Alexander Sywak · Vice Presidentcontrolsince 01/2018 · owns less than 5%
- Elise Anna Tatum · Vice President, Financecontrolsince 05/2024 · owns less than 5%
Entity owners
- Sfa Holdings, Inc. · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Compass Wealth Management, LLCinvestment advisern
- Green Creek Resources, LLCpooled vehicle sponsorn
- Sfa Insurance Services, Inc.real estaten
- The Strategic Financial Alliancebroker-dealerinvestment adviseryRAUM $382M
- Timbrel Capital, LLCbroker-dealern
Advisers that list Strategic Blueprint, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Raleigh, Nc | 6 | 0 | 0 | ||
| Greensboro, Nc | 6 | 0 | 0 | ||
| Charleston, Sc | 5 | 0 | 0 | ||
| Fairfax, Va | 5 | 1 | 0 | ||
| Wilmington, Nc | 5 | 0 | 0 | ||
| Watkinsville, Ga | 4 | 0 | 0 | ||
| Clemson, Sc | 3 | 0 | 0 | ||
| North Charleston, Sc | 2 | 0 | 0 | ||
| Daytona Beach, Fl | 2 | 0 | 0 | ||
| Rutherford, Nj | 2 | 0 | 0 | ||
| Atlanta, Ga · principal | 2 | 0 | 1 | ||
| Brookhaven, Ga | 2 | 0 | 0 | ||
| Melville, Ny | 1 | 0 | 1 | ||
| Peachtree Corners, Ga | 0 | 0 | 5 | 2 | |
| Perrysburg, Oh | 0 | 0 | 0 | ||
| Norcross, Ga | 0 | 0 | 1 | ||
| Honolulu, Hi | 0 | 0 | 0 | ||
| Gilbert, Az | 0 | 0 | 0 | ||
| Canfield, Oh | 0 | 0 | 0 | ||
| Winston Salem, Nc | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Peachtree Corners, GA9 employees
- Raleigh, NC7 employees
- Greensboro, NC6 employees
- Fairfax, VA4 employees
- Watkinsville, GA3 employees
- Charleston, SC3 employees
- Perrysburg, OH2 employees
- Clemson, SC2 employees
- Rutherford, NJ2 employees
- , 2 employees
- Winston-Salem, NC1 employees
- Novato, CA1 employees
- , 1 employees
- Irvine, CA1 employees
- Canfield, OH1 employees
- Raleigh, NC1 employees
- Farmington Hills, MI1 employees
- Holdrege, NE1 employees
- Canton, OH1 employees
- North Charleston, SC1 employees
- Staten Island, NY1 employees
- Winston-Salem, NC1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing May 7, 2026Hanft, Gregory (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-06-12 and 2026-05-07peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing May 7, 2026SYWAK, ALEXANDER, JAMES (VICE PRESIDENT) left Schedule A between the filings of 2024-06-12 and 2026-05-07peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Advisory employees · 52 to 51Mar 20, 2026 to May 7, 2026
- BD registered reps · 39 to 38Mar 20, 2026 to May 7, 2026
- Employees · 57 to 56Mar 20, 2026 to May 7, 2026
- Insurance-licensed employees · 11 to 10Mar 20, 2026 to May 7, 2026
- State-registered IARs · 57 to 56Mar 20, 2026 to May 7, 2026
- Accounts · 9,067 to 8,462Jun 4, 2025 to Mar 20, 2026
- BD registered reps · 40 to 39Jun 4, 2025 to Mar 20, 2026
- Charity clients · 14 to 17Jun 4, 2025 to Mar 20, 2026
- Corporate clients · 38 to 45Jun 4, 2025 to Mar 20, 2026
- HNW clients · 945 to 906Jun 4, 2025 to Mar 20, 2026
- Individual clients · 2,738 to 2,432Jun 4, 2025 to Mar 20, 2026
- Pension plan clients · 7 to 106Jun 4, 2025 to Mar 20, 2026
- Assets in custody · $730M to $863MJun 4, 2025 to Mar 20, 2026
- Insurance-licensed employees · 16 to 11Jun 4, 2025 to Mar 20, 2026
- Other offices · 27 to 26Jun 4, 2025 to Mar 20, 2026
- Discretionary RAUM · $2.6B to $2.5BJun 4, 2025 to Mar 20, 2026
- HNW RAUM · $1.8B to $1.7BJun 4, 2025 to Mar 20, 2026
- Individual RAUM · $884M to $758MJun 4, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $37.0M to $12.6MJun 4, 2025 to Mar 20, 2026
- Pension RAUM · $4.1M to $28.2MJun 4, 2025 to Mar 20, 2026
- RAUM · $2.7B to $2.5BJun 4, 2025 to Mar 20, 2026
- Financial planning clients · 101-250 to 101-250May 21, 2025 to Jun 4, 2025
- Accounts · 8,013 to 9,067Jan 22, 2025 to Mar 28, 2025
- Advisory employees · 54 to 52Jan 22, 2025 to Mar 28, 2025
- BD registered reps · 41 to 40Jan 22, 2025 to Mar 28, 2025
- Charity clients · 12 to 14Jan 22, 2025 to Mar 28, 2025
- Corporate clients · 28 to 38Jan 22, 2025 to Mar 28, 2025
- HNW clients · 778 to 945Jan 22, 2025 to Mar 28, 2025
- Individual clients · 2,524 to 2,738Jan 22, 2025 to Mar 28, 2025
- Pension plan clients · 4 to 7Jan 22, 2025 to Mar 28, 2025
- Assets in custody · $605M to $730MJan 22, 2025 to Mar 28, 2025
- Employees · 56 to 57Jan 22, 2025 to Mar 28, 2025
- Insurance-licensed employees · 20 to 16Jan 22, 2025 to Mar 28, 2025
- Financial planning clients · 51-100 to 101-250Jan 22, 2025 to Mar 28, 2025
- State-registered IARs · 56 to 57Jan 22, 2025 to Mar 28, 2025
- Discretionary RAUM · $2.1B to $2.6BJan 22, 2025 to Mar 28, 2025
- HNW RAUM · $1.4B to $1.8BJan 22, 2025 to Mar 28, 2025
- Individual RAUM · $788M to $884MJan 22, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $61.9M to $37.0MJan 22, 2025 to Mar 28, 2025
- Pension RAUM · $3.9M to $4.1MJan 22, 2025 to Mar 28, 2025
Signals
36 dated events
- Ashley Lynn Reiter left Strategic Blueprint, Llc for Great River Financial (registered 2026-09-08)Aug 14, 2026 · Advisor changed firm · fact
- Melissa Bunson left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2026-04-28)Apr 9, 2026 · Advisor changed firm · fact
- Scott Huneycutt Levy left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)Apr 1, 2026 · Advisor changed firm · fact
- 2 advisors left Strategic Blueprint, LLC (Peachtree Corners, GA) for Bip Wealth, LLC within 8 daysApr 1, 2026 · Team lift-out · derived
- Patrick Ryan Self left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)Dec 31, 2025 · Advisor changed firm · fact
- Chad Joseph Edwards left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)Dec 31, 2025 · Advisor changed firm · fact
- Warren Dean Prehmus left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)Dec 31, 2025 · Advisor changed firm · fact
- Andrew James Prehmus left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)Dec 31, 2025 · Advisor changed firm · fact
- 4 advisors left Strategic Blueprint, LLC (Peachtree Corners, GA) for Bip Wealth, LLC on the same dayDec 31, 2025 · Team lift-out · derived
- Julius Steven Hutchinson left Strategic Blueprint, Llc for The Strategic Financial Alliance (registered 2025-10-29)Oct 29, 2025 · Advisor changed firm · fact
- Kevin John Ebbink left Strategic Blueprint, Llc for Compass Financial Services, Inc. (registered 2025-10-02)Oct 1, 2025 · Advisor changed firm · fact
- Amy Jo Shope left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-03-31)Apr 1, 2025 · Advisor changed firm · fact
- Michelle Rene Pommeranz left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-04-01)Apr 1, 2025 · Advisor changed firm · fact
- Brian Michael Lehner left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-04-01)Apr 1, 2025 · Advisor changed firm · fact
- 3 advisors left Strategic Blueprint, LLC (Perrysburg, OH) for Cetera Investment Advisers LLC on the same dayApr 1, 2025 · Team lift-out · derived
- 2 advisors left Osaic Advisory Services, LLC (Clemmons, NC) for Strategic Blueprint, LLC on the same dayFeb 12, 2025 · Team lift-out · derived
- 3 advisors left Osaic Advisory Services, LLC (Atlanta, GA) for Strategic Blueprint, LLC within 6 daysFeb 12, 2025 · Team lift-out · derived
- Ryan Bennett Droeg left Strategic Blueprint, Llc for United Advisor Group (registered 2024-09-26)Oct 18, 2024 · Advisor changed firm · fact
- Judah D Margulies left Strategic Blueprint, Llc for Trajan Wealth, L.L.C. (registered 2024-09-16)Sep 5, 2024 · Advisor changed firm · fact
- Elise Anna Tatum (Vice President, Finance) appeared on Schedule A of Strategic Blueprint, LlcJun 12, 2024 · Control person joined · fact
- Michael Bryan (Evp, Chief Growth Officer) appeared on Schedule A of Strategic Blueprint, LlcJun 12, 2024 · Control person joined · fact
- James Joseph Martin (Vice President, Finance) no longer on Schedule A of Strategic Blueprint, Llc (listed 2024-05-23, absent 2024-06-12)Jun 12, 2024 · Control person left · inference
- Sean Brian Smith left Strategic Blueprint, Llc for Lpl Financial Llc (registered 2024-05-06)May 7, 2024 · Advisor changed firm · fact
- Strategic Blueprint, Llc reported RAUM $2.2B, up 32% from $1.6B (2023-11-21 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Andrew Bryson Hutchings (Vice President) no longer on Schedule A of Strategic Blueprint, Llc (listed 2022-12-19, absent 2023-02-01)Feb 1, 2023 · Control person left · inference
- Bradley David Pittman (Executive Vice President) no longer on Schedule A of Strategic Blueprint, Llc (listed 2022-08-05, absent 2022-08-24)Aug 24, 2022 · Control person left · inference
- Strategic Blueprint, Llc reported 52 state-registered advisory representatives, up from 36 (2021-11-23 to 2022-03-31)Mar 31, 2022 · Advisor headcount change · derived
- Strategic Blueprint, Llc reported RAUM $1.5B, up 98% from $774.4M (2021-11-23 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Erica Rohlfing Lyall left Strategic Blueprint, Llc for Parsec Financial (registered 2022-05-05)Mar 16, 2022 · Advisor changed firm · fact
- Strategic Blueprint, Llc reported RAUM $774.4M, up 76% from $439.4M (2021-02-22 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Strategic Blueprint, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business phone
- 678-954-4130reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 888-447-2444reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/STRATEGIC-BLUEPRINT-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- STRATEGICBLUEPRINT.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 678-954-4130reportedpublic record, Form ADV, May 7, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026