Blueprint Financial Advisors LLC
● SEC registered since 2021CRD 315570SEC# 801-121848Charlotte, NC
Reg. AUM
$966.6M
Employees
35
Accounts
1,913
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 $966.6 million in regulatory assets under management and employs 35 people.
Blueprint Financial Advisors LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Louise Swope | Member & Director Of Advisor Experience/President | Under 5% | 2023 |
| Blueprint North 1, LLC | Member | Under 5% | 2023 |
| Blueprint Partners Fund Control | Member | 50-75% | 2023 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Blueprint Financial Advisors LLC manage?
Blueprint Financial Advisors LLC reports $966.6 million in regulatory assets under management on its Form ADV.
How many employees does Blueprint Financial Advisors LLC have?
Blueprint Financial Advisors LLC reports 35 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
$966.6M▲ 629%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$966.6Mregulatory AUM
Discretionary $933.8MNon-discretionary $32.8M