Blueprint Financial Advisors LLC
● SEC registered since 2021CRD 315570SEC# 801-121848Charlotte, NC
Reg. AUM
$1.41B
Employees
47
Accounts
2,330
Location
Charlotte, NC
Blueprint Financial Advisors LLC assets under management
Blueprint Financial Advisors LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $1.4 billion in regulatory assets under management and employs 47 people.
Blueprint Financial Advisors LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Louise Swope Control | Member & President | Under 5% | 2023 |
| Blueprint North 1, LLC | Member | Under 5% | 2023 |
| Blueprint Partners Fund Control | Member | 50-75% | 2023 |
| Brandon Scott Langley Control | Strategic Advisor/Co-Founder And Member | 10-25% | 2021 |
| Daniel Joseph Crawford | Member | Under 5% | 2023 |
| Jonathan David Robinson Control | Ceo/Co-Founder And Member | 10-25% | 2021 |
| Kenneth Browne Peters | Member | Under 5% | 2023 |
| Laurie Michele Moore Control | Cco | Under 5% | 2026 |
| Mike Carlone | Member | 5-10% | 2023 |
| Nicole Marie Hands | Member | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Blueprint Financial Advisors LLC manage?
Blueprint Financial Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Blueprint Financial Advisors LLC have?
Blueprint Financial Advisors LLC reports 47 employees.
Where is Blueprint Financial Advisors LLC located?
Blueprint Financial Advisors LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Blueprint Financial Advisors LLC disclose fund performance?
Blueprint Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 |
| Phone | 844-200-2568 |
| Office hours | 8:30-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.41B▲ 967%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.14BNon-discretionary $271.5M