{
  "crd_number": 284840,
  "slug": "strategic-blueprint-llc-atlanta-ga-284840",
  "primary_business_name": "STRATEGIC BLUEPRINT, LLC",
  "legal_name": "STRATEGIC BLUEPRINT, LLC",
  "dbas": [
    "ADVICEPOINT LLC",
    "BEE STREET ADVISORY GROUP",
    "BENKO FINANCIAL SERVICES",
    "BSHAPIRO FINANCIAL",
    "CLARITY FINANCIAL ADVISORS",
    "COMPASS WEALTH MANAGEMENT",
    "CORNERSTONE WEALTH MANAGEMENT",
    "FAMILY WEALTHCARE",
    "FRANK REYNOLDS & COMPANY",
    "GENCREST CAPITAL PARTNERS",
    "GOODWIN WEALTH",
    "KEEN & POCOCK FINANCIAL PARTNERS",
    "LFA PRIVATE WEALTH MANAGEMENT",
    "LIFE INCOME",
    "METAPARADIGM WEALTH MANAGEMENT",
    "MIDWEST WEALTH MANAGEMENT",
    "OAKPOINT INVESTMENT PARTNERS",
    "SHERPA FINANCIAL ADVISORS",
    "THE BAKER FINANCIAL GROUP",
    "THE WEALTH PLAN COMPANY"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-10-28",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 2535734578.0,
  "raum_discretionary": 2523100350.0,
  "raum_non_discretionary": 12634228.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 56,
  "advisory_employees": 51,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1751660.0,
      "count": 17
    },
    "individuals": {
      "raum": 758309969.0,
      "count": 2432
    },
    "pension_profit_sharing": {
      "raum": 28189080.0,
      "count": 106
    },
    "high_net_worth_individuals": {
      "raum": 1733505890.0,
      "count": 906
    },
    "corporations_other_businesses": {
      "raum": 13977979.0,
      "count": 45
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "KS",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/STRATEGIC-BLUEPRINT-LLC",
    "https://strategicblueprint.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284840",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/strategic-blueprint-llc-atlanta-ga-284840",
  "display_name": "Strategic Blueprint, LLC",
  "summary": "Strategic Blueprint, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Strategic Blueprint, LLC (CRD 284840): 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",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "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)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Blueprint, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Blueprint, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Strategic Blueprint, LLC located?",
      "a": "Strategic Blueprint, LLC's principal office is in Atlanta, GA, according to its Form ADV; the June 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strategic Blueprint, LLC registered with the SEC or a state?",
      "a": "Strategic Blueprint, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284840."
    },
    {
      "q": "How much does Strategic Blueprint, LLC manage?",
      "a": "Strategic Blueprint, LLC reports $2,535,734,578 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategic Blueprint, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Blueprint, LLC: Regulatory assets under management: $774,411,146 in the October 2021 data and $2,535,734,578 in the October 2026 data, up 227%. Total employees: 46 in October 2021 and 56 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Blueprint, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,432); high net worth individuals (906); pension and profit sharing plans (but not the plan participants or government pension plans) (106)."
    },
    {
      "q": "Which custodians does Strategic Blueprint, LLC use?",
      "a": "Strategic Blueprint, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strategic Blueprint, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule 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/284840"
    },
    {
      "q": "Does Strategic Blueprint, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 says: \"Strategic Blueprint anticipates a minimum account size of $25,000 for managed accounts. This minimum account size serves as a guideline only.\""
    },
    {
      "q": "What changed in Strategic Blueprint, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: No longer lists the business name Prehmus Financial Partners. Employees performing advisory functions went from 52 to 51. Changed its office addresses in Charleston, SC. Added an office in Melville, NY. Added an office in Winston-Salem, NC. No longer lists an office in Jericho, NY. No longer lists an office in Peachtree Corners, GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 774411146.0,
      "total_employees": 46,
      "filing_date": "2021-08-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1531823014.0,
      "total_employees": 52,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1647105154.0,
      "total_employees": 52,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2172777143.0,
      "total_employees": 56,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2671662109.0,
      "total_employees": 57,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2535734578.0,
      "total_employees": 56,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Prehmus Financial Partners.",
        "Employees performing advisory functions went from 52 to 51.",
        "Changed its office addresses in Charleston, SC.",
        "Added an office in Melville, NY.",
        "Added an office in Winston-Salem, NC.",
        "No longer lists an office in Jericho, NY.",
        "No longer lists an office in Peachtree Corners, GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Compass Financial Services.",
        "No longer lists the business name Lehner Shope Wealth Group.",
        "No longer lists the business name Bourne Financial Coaching.",
        "Added the business name Frank Reynolds & Company.",
        "Added the business name The Wealth Plan Company.",
        "Added the business name Bshapiro Financial.",
        "Added the business name Advicepoint LLC.",
        "Changed its office addresses in Charleston, SC.",
        "Changed its office addresses in Irvine, CA.",
        "Added an office in Daytona Beach, FL.",
        "Added an office in Jericho, NY.",
        "Added an office in Wilmington, NC.",
        "No longer lists an office in Canfield, OH.",
        "No longer lists an office in Perrysburg, OH.",
        "No longer lists an office in Winston-Salem, NC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in HI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000"
        ],
        "quotes": [
          "Strategic Blueprint anticipates a minimum account size of $25,000 for managed accounts. This minimum account size serves as a guideline only."
        ]
      }
    ],
    "quotes": [
      "Strategic Blueprint anticipates a minimum account size of $25,000 for managed accounts. This minimum account size serves as a guideline only."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/strategic-blueprint-llc-atlanta-ga-284840.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2432,
      "fewer_than_5": false,
      "raum": 758309969.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 906,
      "fewer_than_5": false,
      "raum": 1733505890.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 106,
      "fewer_than_5": false,
      "raum": 28189080.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 17,
      "fewer_than_5": false,
      "raum": 1751660.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 45,
      "fewer_than_5": false,
      "raum": 13977979.0
    }
  ],
  "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/284840",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}