# Blueprint Financial Advisors

> 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.

- CRD: 315570
- Filed as: BLUEPRINT FINANCIAL ADVISORS
- Legal name: Blueprint Financial Advisors LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315570
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-financial-advisors-charlotte-nc-315570

## Quick answers

**How is Blueprint Financial Advisors compensated?**
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.

**Where is Blueprint Financial Advisors located?**
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).

**Is Blueprint Financial Advisors registered with the SEC or a state?**
Blueprint Financial Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315570.

**How much does Blueprint Financial Advisors manage?**
Blueprint Financial Advisors reports $1,413,379,200 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (81% discretionary).

**How have Blueprint Financial Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Blueprint Financial Advisors serve?**
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).

**Which custodians does Blueprint Financial Advisors use?**
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.

**Does Blueprint Financial Advisors report any disciplinary disclosures?**
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

**What changed in Blueprint Financial Advisors' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,413,379,200
- Discretionary: $1,141,851,723
- Non-discretionary: $271,527,477

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,250 | $806,063,961 |
| High net worth individuals | 40 | $561,562,130 |
| Corporations or other businesses not listed above | 40 | $45,753,109 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 47 total, 39 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, NC, NH, NV, PA, SC, TX, UT, VA, VT, WA, WI, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315570

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Alpine, UT
- Cape Coral, FL
- Charlotte, NC
- Denver, CO
- Green Bay, WI
- Greensboro, NC
- Greenwood Village, CO
- Hendersonville, NC
- Lexington, KY
- Mint Hill, NC
- Naples, FL
- New Castle, PA
- Raleigh, NC
- Richmond, VA
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- bluegrasscapadv.com
- bluegrassinvestco.com
- buildyourblueprint.com
- dantasfinancial.com
- fulcrumwealth.com
- greenbeatfinancial.com
- hemlockcreek.com
- komaracap.com
- midtownfa.com
- morsecapitalpartners.com
- myemeraldfinancial.com
- navigenwealth.com
- northpointepw.com
- plantoinvest.com
- refinedretirement.net
- savvyfinancialllc.com
- skyewealthmgmt.com
- warrenwealthmgt.com
- LinkedIn @blueprint-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | July 7, 2021 |
| October 2022 | $0 | 3 | April 22, 2022 |
| October 2023 | $25,382,543 | 11 | September 29, 2023 |
| October 2024 | $132,521,660 | 23 | August 19, 2024 |
| October 2025 | $201,503,941 | 24 | July 15, 2025 |
| October 2026 | $1,413,379,200 | 47 | August 24, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- No longer lists the business name Miller Wealth Partners.
- Added the business name Dantas Financial.
- Added an office in Hendersonville, NC.

### August 2026
- 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).

### May 2026
- Added an office in Cape Coral, FL.
- Registered or notice-filed in CO, ID, UT.

### April 2026
- 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.

### March 2026
- 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.

### January 2026
- Registered or notice-filed in MA, VT.

### December 2025
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Financial Advisors (CRD 315570): Form ADV filing data as of October 2026.