Blueprint Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated April 30, 2026, reports $967M in regulatory assets under management, 35 employees, 17 offices, and 1,913 accounts.
Assets Under Management
$967M
Employees
35
Offices
17 offices
Total Clients
1,913
Primary office
CHARLOTTE, NC
1100 KENILWORTH AVE, SUITE 210, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.8% of total clients.
Top client categories% of clientsClients
1
Individuals
96.8%
1,852
2
HNWI
1.6%
31
3
Corporations
1.6%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$967Mas of April 30, 2026
Discretionary96.6%
$934M
97% of total RAUM96.6%
Non-discretionary3.4%
$33M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$967M
Total Accounts1,913
10Y AUM Change+$967M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee55:1
10Y Employee Change+33 (+1650.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.