STRATEGIC BLUEPRINT, LLC

CRD

284840

SEC file #

801-108531

EIN

813195774

DBA names

—

Economics

AUM

$2.54B

AUM band

$1B+

AUM trajectory

'20 · $244.3M

'21 · $439.4M

'22 · $774.4M

'23 · $1.53B

'25 · $2.67B

'26 · $2.54B

'20'26

$244.3M → $2.54B▲ +938%

sec adv history

Client mix

Individuals Other	2,432
Individuals High Net Worth	906
Pension Profit Sharing Plans	106
Corporations	45
Charitable Organizations	17

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 12 advisors

'21 · 23 advisors

'22 · 33 advisors

'23 · 48 advisors

'25 · 52 advisors

'26 · 52 advisors

'20'26

12 advisors → 52 advisors▲ +333%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing

03/20/2026

ADV-W filed at

—

Website

strategicblueprint.net

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SFA HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SFA HOLDINGS, INC.

Bryan, Michael

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

STRATEGICBLUEPRINT.NET

Rdap Domain Creation Date

2016-07-13T16:34:15Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001767821

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-02-13

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001767821-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2200 CENTURY PARKWAY, STE.500ATLANTA, GA 30345

Business

2200 CENTURY PARKWAY, STE.500ATLANTA, GA 30345

Edgar EIN

813195774

Edgar Recent Filings

13F-HR2026-04-29 · 0001767821-26-000003

13F-HR2026-01-30 · 0001767821-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-07-18T11:59:59Z

Rdap Domain Last Changed

2022-09-22T18:00:05Z

Rdap Nameservers

Ns75.domaincontrol.comNs76.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (53)

SULLIVAN, JULIE ANN

1112088

Hanft, Gregory

IAR · Executive Officer · 2.5%

6619419

Michael Bryan

Executive Officer · 2.5%

4265093

COPELAND, JOSEPH KILLINGSWORTH

Executive Officer · 2.5%

6847982

Anna Elise Tatum

Executive Officer · 2.5%

DAVID COMINGS WHITMORE

KATHRYN POCOCK GUSTAFSON

DAVID JEFFREY ARMBRUSTER

JASON MARSHALL HARRIS

Abigayle Julia Loblein

7840204

NATHAN ANDREW OLTMANS

Nicholas Hale Stevens

JONATHAN MICHAEL DENTON

ROGER EUGENE WOODRUFF

847606

Timothy Marshal Conrad

6432204

Jeffrey Raymond Seiter

FRANKLIN TRAVIS REYNOLDS

MATTHEW Daniel GOODWIN

WILLIAM BRADLEY HELMS

5605002

REBECCA ROSEANNE ABEL

BRYSON ANDREW HUTCHINGS