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 Fund Management
Asset manager (funds and pooled vehicles)Greensboro, North CarolinaCRD 306419SEC 801-117790websiteIAPD
Legal name Blueprint Fund Management LLC
Latest filing Jul 10, 2026
First filing on the tape Nov 14, 2019 · 13 filings
SEC status approved since Dec 12, 2019
RAUM
$340M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$170M
derived; firm RAUM over IAPD count
Employees
9
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$340M as of Jul 10, 2026
Mar 31, 2022$82.0M then
HNW client RAUM$0 as of Jul 10, 2026
Mar 31, 2020$0 then
State-registered IARs (5.B.3)2 as of Jul 10, 2026
Mar 31, 20203 then
Employees (5.A)9 as of Jul 10, 2026
Mar 31, 20203 then
Private funds: no history
RAUM +6.8% over the last fiscal year+53% a year over threeIARs 2 to 2offices 1 to 0
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
- RAUM per advisor
- $170MderivedRAUM 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
- $170MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$340M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- 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
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Brandon Langley · Ccocontrolsince 11/2019 · owns less than 5%
- Scott Brandon Langley · Membercontrolsince 11/2019 · owns 25% to 50% of Blueprint Partners Fund
- Thomas R Mayes · Membercontrolsince 11/2019 · owns 25% to 50% of Blueprint Partners Fund
- David Jonathan Robinson · Membercontrolsince 11/2019 · owns 25% to 50% of Blueprint Partners Fund
- Mike Carlone · Membersince 03/2023 · owns less than 5%
- Richard Rory Collins · Membersince 10/2019 · owns 5% to 10%
- Joseph Daniel Crawford · Membersince 03/2023 · owns less than 5%
- Marie Nicole Hands · Membersince 03/2023 · owns less than 5%
- Jay Murray · Membersince 10/2019 · owns 5% to 10%
- Louise Andrea Swope · Membersince 03/2023 · owns less than 5%
Entity owners
- Blueprint Partners Fund · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Blueprint Financial Advisorsinvestment adviseryRAUM $1.4B
- Blueprint Investment Partners LLCinvestment adviseryRAUM $1.8B
- Capinsights Partners, LLCinvestment advisern
- Maplewood Investments, Inc.broker-dealern
- Miai, Inc.investment adviserreal estatenRAUM $213M
Advisers that list Blueprint Fund Management 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 | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 3 to 2Oct 13, 2025 to Feb 19, 2026
- Discretionary RAUM · $319M to $340MOct 13, 2025 to Feb 19, 2026
- RAUM · $319M to $340MOct 13, 2025 to Feb 19, 2026
- Financial planning clients · 0 to 0Aug 18, 2025 to Oct 13, 2025
- Other offices · 1 to 0Aug 18, 2025 to Oct 13, 2025
- Advisory employees · 2 to 3Jan 22, 2025 to Feb 24, 2025
- BD registered reps · 0 to 4Jan 22, 2025 to Feb 24, 2025
- Employees · 10 to 9Jan 22, 2025 to Feb 24, 2025
- Insurance-licensed employees · 2 to 5Jan 22, 2025 to Feb 24, 2025
- Other offices · 5 to 1Jan 22, 2025 to Feb 24, 2025
- Discretionary RAUM · $219M to $319MJan 22, 2025 to Feb 24, 2025
- RAUM · $219M to $319MJan 22, 2025 to Feb 24, 2025
- Related broker-dealer · false to trueMar 29, 2024 to Nov 19, 2024
- Accounts · 1 to 2Mar 29, 2023 to Mar 29, 2024
- Employees · 6 to 10Mar 29, 2023 to Mar 29, 2024
- Other offices · 1 to 5Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $94.5M to $219MMar 29, 2023 to Mar 29, 2024
- RAUM · $94.5M to $219MMar 29, 2023 to Mar 29, 2024
- Employees · 3 to 6Mar 31, 2022 to Mar 29, 2023
- State-registered IARs · 3 to 2Mar 31, 2022 to Mar 29, 2023
- Other offices · 0 to 1Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $82.0M to $94.5MMar 31, 2022 to Mar 29, 2023
- RAUM · $82.0M to $94.5MMar 31, 2022 to Mar 29, 2023
- Accounts · unset to 1.0Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · unset to 82012252.0Mar 31, 2021 to Mar 31, 2022
- Non-discretionary RAUM · unset to 0.0Mar 31, 2021 to Mar 31, 2022
- RAUM · unset to 82012252.0Mar 31, 2021 to Mar 31, 2022
- Accounts · 0.0 to unsetNov 14, 2019 to Mar 31, 2020
- Discretionary RAUM · 0.0 to unsetNov 14, 2019 to Mar 31, 2020
- Non-discretionary RAUM · 0.0 to unsetNov 14, 2019 to Mar 31, 2020
- RAUM · 0.0 to unsetNov 14, 2019 to Mar 31, 2020
- Related adviser · false to trueNov 14, 2019 to Mar 31, 2020
Signals
3 dated events
- Blueprint Fund Management reported RAUM $318.9M, up 46% from $218.8M (2025-01-22 to 2025-02-24)Feb 24, 2025 · RAUM change · derived
- Blueprint Fund Management reported RAUM $218.8M, up 132% from $94.5M (2023-03-29 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Blueprint Fund Management filed its initial SEC registration (Form ADV)Nov 14, 2019 · 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
- Website
- blueprintmutualfunds.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-245-7339reportedpublic record, Form ADV, Jul 10, 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
- $170Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026