{
  "crd_number": 315570,
  "slug": "blueprint-financial-advisors-charlotte-nc-315570",
  "primary_business_name": "BLUEPRINT FINANCIAL ADVISORS",
  "legal_name": "BLUEPRINT FINANCIAL ADVISORS LLC",
  "dbas": [
    "BLUEGRASS CAPITAL ADVISORS",
    "BLUEGRASS INVESTMENT COMPANY",
    "DANTAS FINANCIAL",
    "EMERALD FINANCIAL GROUP",
    "FULCRUM WEALTH ADVISORS",
    "GREENBEAT FINANCIAL",
    "HEMLOCK CREEK WEALTH MANAGEMENT",
    "KOMARA CAPITAL PARTNERS",
    "MIDTOWN FINANCIAL ADVISORS",
    "MORSE CAPITAL PARTNERS",
    "NAVIGEN WEALTH MANAGEMENT",
    "NORTHPOINTE PRIVATE WEALTH",
    "PLAN TO INVEST CAPITAL MANAGEMENT INC.",
    "REFINED RETIREMENT",
    "SAVVY FINANCIAL",
    "SKYE WEALTH MANAGEMENT",
    "WARREN WEALTH MANAGEMENT"
  ],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 1413379200.0,
  "raum_discretionary": 1141851723.0,
  "raum_non_discretionary": 271527477.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 47,
  "advisory_employees": 39,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 806063961.0,
      "count": 2250
    },
    "high_net_worth_individuals": {
      "raum": 561562130.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 45753109.0,
      "count": 40
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AZ",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "KY",
    "MA",
    "MI",
    "NC",
    "NH",
    "NV",
    "PA",
    "SC",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://bluegrasscapadv.com",
    "https://bluegrassinvestco.com",
    "https://buildyourblueprint.com",
    "https://dantasfinancial.com",
    "https://fulcrumwealth.com",
    "https://greenbeatfinancial.com",
    "https://hemlockcreek.com",
    "https://komaracap.com",
    "https://linkedin.com/company/blueprint-financial-advisors",
    "https://midtownfa.com",
    "https://morsecapitalpartners.com",
    "https://myemeraldfinancial.com",
    "https://navigenwealth.com",
    "https://northpointepw.com",
    "https://plantoinvest.com",
    "https://refinedretirement.net",
    "https://savvyfinancialllc.com",
    "https://skyewealthmgmt.com",
    "https://warrenwealthmgt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315570",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/blueprint-financial-advisors-charlotte-nc-315570",
  "display_name": "Blueprint Financial Advisors",
  "summary": "Blueprint Financial Advisors is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Blueprint Financial Advisors (CRD 315570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Blueprint Financial Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blueprint Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Blueprint Financial Advisors located?",
      "a": "Blueprint Financial Advisors' principal office is in Charlotte, NC, according to its Form ADV; the September 2026 filing also lists 15 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Blueprint Financial Advisors registered with the SEC or a state?",
      "a": "Blueprint Financial Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315570."
    },
    {
      "q": "How much does Blueprint Financial Advisors manage?",
      "a": "Blueprint Financial Advisors reports $1,413,379,200 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (81% discretionary)."
    },
    {
      "q": "How have Blueprint Financial Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Blueprint Financial Advisors: Regulatory assets under management: $0 in the October 2021 data and $1,413,379,200 in the October 2026 data. Total employees: 2 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blueprint Financial Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,250); high net worth individuals (40); corporations or other businesses not listed above (40)."
    },
    {
      "q": "Which custodians does Blueprint Financial Advisors use?",
      "a": "Blueprint Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blueprint Financial Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315570"
    },
    {
      "q": "What changed in Blueprint Financial Advisors' recent Form ADV filings?",
      "a": "In the September 2026 filing data: No longer lists the business name Miller Wealth Partners. Added the business name Dantas Financial. Added an office in Hendersonville, NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2021-07-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2022-04-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 25382543.0,
      "total_employees": 11,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 132521660.0,
      "total_employees": 23,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 201503941.0,
      "total_employees": 24,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1413379200.0,
      "total_employees": 47,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "No longer lists the business name Miller Wealth Partners.",
        "Added the business name Dantas Financial.",
        "Added an office in Hendersonville, NC."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $966,594,900 to $1,413,379,200 (+46%).",
        "Employees performing advisory functions went from 28 to 39.",
        "Added the business name Northpointe Private Wealth.",
        "Added the business name Plan to Invest Capital Management Inc..",
        "Added the business name Skye Wealth Management.",
        "Added an office in Alpine, UT.",
        "Added an office in Denver, CO.",
        "Added an office in Greenwood Village, CO.",
        "Added an office in Tucson, AZ.",
        "Registered or notice-filed in AK, WA, WY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Cape Coral, FL.",
        "Registered or notice-filed in CO, ID, UT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $201,503,941 to $966,594,900 (+380%).",
        "Employees performing advisory functions went from 17 to 28.",
        "No longer lists an office in Greensboro, NC."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Emerald Financial Group.",
        "Added the business name Morse Capital Partners.",
        "Added the business name Savvy Financial.",
        "No longer lists the business name Ribbon Falls Wealth Management.",
        "Added an office in Charlotte, NC.",
        "Added an office in Richmond, VA.",
        "No longer lists an office in Scottsdale, AZ."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in MA, VT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/blueprint-financial-advisors-charlotte-nc-315570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2250,
      "fewer_than_5": false,
      "raum": 806063961.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 561562130.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 40,
      "fewer_than_5": false,
      "raum": 45753109.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}