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| Strategic Blueprint LLC
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|---|---|
| CRD # | 284840 |
| SEC # | 801-108531 |
| CIK # | 0001767821 |
| AUM | 2,535.7 M (2026-05-07) |
| Employees | 56 (91% Investors, 68% Brokers) |
| Phone | 678-954-4130 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,432 | 0.8 |
| (b) Individuals (high net worth individuals) | 906 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 106 | 0.0 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,462 | 2.5 |
| By Discretionary | ||
| Discretionary | 8,411 | 2.5 |
| Non-Discretionary | 51 | 0.0 |
| Total | 8,462 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 8,462 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767821] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 125 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2,535.7 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Citizens Investor Services Inc
✚
|
NC | 2,626.1 M |
|
Acropolis Investment Management LLC
✚
|
MO | 2,612.3 M |
|
Fiduciary Alliance LLC
✚
|
SC | 2,526.2 M |
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2,519.6 M |
|
Hilltop Securities Inc
✚
|
TX | 2,507.5 M |
|
Alphastar Capital Management LLC
✚
|
NC | 2,496.2 M |
|
Bankers Life Advisory Services Inc
✚
|
IL | 2,487.3 M |
|
Oxbow Advisors LLC
✚
|
TX | 2,464.5 M |
|
Everhart Financial Group Inc
✚
|
OH | 2,464.1 M |
|
Howe and Rusling Inc
✚
|
NY | 2,435.2 M |