# Blueprint Investing LLC

> Blueprint Investing LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 151422
- Filed as: BLUEPRINT INVESTING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151422
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-investing-llc-san-francisco-ca-151422

## Quick answers

**How is Blueprint Investing LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint Investing LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blueprint Investing LLC located?**
Blueprint Investing LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Blueprint Investing LLC registered with the SEC or a state?**
Blueprint Investing LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 151422.

**How much does Blueprint Investing LLC manage?**
Blueprint Investing LLC reports $436,337,658 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Blueprint Investing LLC's assets and staff changed since 2021?**
In the Form ADV data for Blueprint Investing LLC: Regulatory assets under management: $226,001,297 in the October 2021 data and $436,337,658 in the October 2026 data, up 93%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blueprint Investing LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42).

**Which custodians does Blueprint Investing LLC use?**
Blueprint Investing LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Blueprint Investing LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151422

**What changed in Blueprint Investing LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MT.

## From the Form ADV filing

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

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

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: $436,337,658
- Discretionary: $436,337,658
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 42 | $436,337,658 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MT, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blueprintinvest.com](https://blueprintinvest.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,001,297 | 1 | May 3, 2021 |
| October 2022 | $271,652,283 | 2 | March 10, 2022 |
| October 2023 | $267,360,206 | 2 | May 22, 2023 |
| October 2024 | $302,041,875 | 3 | July 10, 2024 |
| October 2025 | $346,629,237 | 3 | July 9, 2025 |
| October 2026 | $436,337,658 | 3 | July 1, 2026 |

Regulatory assets under management: $226,001,297 in the October 2021 data and $436,337,658 in the October 2026 data, up 93%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MT.

### March 2026
- Regulatory assets under management went from $346,629,237 to $436,337,658 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Investing LLC (CRD 151422): Form ADV filing data as of October 2026.