Data / Investment advisers / North Carolina / Blueprint Financial Advisors
Blueprint Financial Advisors, Charlotte, NC: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blueprint Financial Advisors is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 315570
- SEC file number
- 801-121848
- SEC status
- Approved, effective July 23, 2021
- Legal name
- Blueprint Financial Advisors LLC
- Main office
- 1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
- Phone
- (844) 200-2568
- Website
- greenbeatfinancial.com
- Regulatory AUM
- $1,413,379,200 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $1,141,851,723
- Non discretionary AUM
- $271,527,477
- Accounts
- 2,330
- Employees
- 47, of which 39 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 23
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,250 | $806.1 million |
| High net worth individuals | 40 | $561.6 million |
| Corporations or other businesses | 40 | $45.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $1.41 billion | July 24, 2026 |
| April 1, 2026 | $966.6 million | March 31, 2026 |
| December 1, 2025 | $201.5 million | September 26, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | Charlotte | $1.77 billion | Not listed | adviserinfo.sec.gov |
| Steele Creek Investment Management LLC | Charlotte | $1.74 billion | 9 | adviserinfo.sec.gov |
| Ally Invest Advisors | Charlotte | $1.73 billion | Not listed | adviserinfo.sec.gov |
| FC Capital Management LLC | Charlotte | $1.61 billion | 7 | adviserinfo.sec.gov |
| MBL Advisors | Charlotte | $1.42 billion | Not listed | adviserinfo.sec.gov |
| Corrum Capital Management LLC | Charlotte | $1.39 billion | 15 | adviserinfo.sec.gov |
| Topsail Wealth Management LLC | Charlotte | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Laurel Wealth Advisors, LLC | Charlotte | $1.11 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Blueprint Financial Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.