BLUEPRINT FINANCIAL ADVISORS LLC

CRD

315570

SEC file #

801-121848

EIN

880591574

DBA names

Blueprint Financial Advisors

Economics

AUM

$966.6M

AUM band

$500M-$1B

AUM trajectory

'25 · $201.5M

'26 · $966.6M

'25'26

$201.5M → $966.6M▲ +380%

sec adv history

Client mix

Individuals Other	1,852
Individuals High Net Worth	31
Corporations	30

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 2 advisors

'23 · 3 advisors

'25 · 17 advisors

'26 · 28 advisors

'22'26

2 advisors → 28 advisors▲ +1300%

sec adv history

Primary office

CHARLOTTE NC

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly charges

Filings

Latest ADV filing

04/30/2026

ADV-W filed at

—

Website

buildyourblueprint.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BLUEPRINT PARTNERS FUND

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

BLUEPRINT PARTNERS FUND

LANGLEY, BRANDON, SCOTT

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

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

BUILDYOURBLUEPRINT.COM

Rdap Domain Creation Date

2013-12-20T14:15:11Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002054129

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-12

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0002054129-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3112

Soi Zip Pct 200k Plus

0.1385

Soi Zip Returns 200k Plus

730

Soi Zip Total AGI

707,865

Fdic Zip Total Deposits

29,453,543,000

Fdic Zip Branch Count

238

Fdic Zip Top Banks

NewDominion Bank

Truist Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

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
E*trade	4

adv brochure

Edgar Addresses

Mailing

1250 REVOLUTION MILL DRIVESUITE 150GREENSBOTO, NC 27405

Business

1250 REVOLUTION MILL DRIVESUITE 150GREENSBOTO, NC 27405

Edgar EIN

880591574

Edgar Recent Filings

13F-HR2026-05-11 · 0002054129-26-000002

13F-HR2026-02-13 · 0002054129-26-000001

Fdic Zip Branches Raw

United Carolina BankCharlotte, NC

First Union National Bank of North CarolinaCharlotte, NC

Fdic Zip HHI

717.86

Fdic Zip Top Bank Share Pct

12.98

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-20T14:15:11Z

Rdap Domain Last Changed

2023-10-23T13:35:40Z

Rdap Nameservers

Dion.ns.cloudflare.comRachel.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	10,784
Returns	840

Stub 2

AGI	36,559
Returns	970

Stub 3

AGI	69,405
Returns	1,120

Soi Zip Total Business Income

15,937

Soi Zip Total Cap Gains

66,166

Soi Zip Total Dividends

10,743

Soi Zip Total Returns

5,270

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