Investment adviser · CRD 315570
BLUEPRINT FINANCIAL ADVISORS
Investment adviser filing (IA)
BLUEPRINT FINANCIAL ADVISORS LLC
CHARLOTTE, NC, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 2,330 Accounts, not individual clients
- Employees
- 47 Reported in this filing
- Advisory professionals
- 39 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,250 | $806,063,961 | 57.0% |
| High-net-worth individuals | 40 | $561,562,130 | 39.7% |
| Corporations & businesses | 40 | $45,753,109 | 3.2% |
Filing source
Form ADV 2127644 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1100 KENILWORTH AVE, SUITE 210CHARLOTTE, NC, 28204, United States
CRD 315570
Filing source
Form ADV 2127644 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.