# Blueprint 360 LLC

> Blueprint 360 LLC is a state-registered investment advisory firm in Houston, TX, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 292136
- Filed as: BLUEPRINT 360 LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292136
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-360-llc-houston-tx-292136

## Quick answers

**How is Blueprint 360 LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint 360 LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blueprint 360 LLC located?**
Blueprint 360 LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Blueprint 360 LLC registered with the SEC or a state?**
Blueprint 360 LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292136.

**How much does Blueprint 360 LLC manage?**
Blueprint 360 LLC reports $27,414,202 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Blueprint 360 LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (20).

**Does Blueprint 360 LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292136

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,414,202
- Discretionary: $27,414,202
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $13,506,585 |
| High net worth individuals | 20 | $13,907,617 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theblueprint360.com
- Facebook @theblueprint360
- Instagram @theblueprint_360
- LinkedIn @charlesadi
- X @TheBlueprint360

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint 360 LLC (CRD 292136): Form ADV filing data as of October 2026.