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Strategic Blueprint, LLC

● SEC registered since 2016CRD 284840SEC# 801-108531Atlanta, GA
Export (members)
Reg. AUM
$2.54B
Employees
56
Accounts
8,462
Location
Atlanta, GA

Strategic Blueprint, LLC assets under management

Strategic Blueprint, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $2.5 billion in regulatory assets under management and employs 56 people.

Strategic Blueprint, LLC owners & executives

6 reported
NameTitleOwnershipSince
Anna Elise Tatum ControlVice President, FinanceUnder 5%2024
Gregory Hanft ControlChief Compliance OfficerUnder 5%2026
Joseph Killingsworth Copeland ControlVice President, Technology And InformationUnder 5%2018
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Frequently asked questions

How much does Strategic Blueprint, LLC manage?

Strategic Blueprint, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Strategic Blueprint, LLC have?

Strategic Blueprint, LLC reports 56 employees.

Where is Strategic Blueprint, LLC located?

Strategic Blueprint, LLC is based in Atlanta, GA and has been SEC-registered since 2016.

Does Strategic Blueprint, LLC disclose fund performance?

Strategic Blueprint, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Century Parkway, Suite 500, Atlanta, GA 30345
Phone678-954-4130
Fax678-954-4001
Office hours8:30-5:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Regulatory AUM

$2.54B▲ 17%
Jan '25 — $2.17BFeb '25 — $2.17BMar '25 — $2.67BApr '25 — $2.67BMay '25 — $2.67BJun '25 — $2.67BJul '25 — $2.67BAug '25 — $2.67BSep '25 — $2.67BOct '25 — $2.67BNov '25 — $2.67BDec '25 — $2.67BJan '26 — $2.67BFeb '26 — $2.67BMar '26 — $2.54BApr '26 — $2.54BMay '26 — $2.54BJun '26 — $2.54B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$2.54Bregulatory AUM
Discretionary $2.52BNon-discretionary $12.6M