Strategic Blueprint, LLC

Registered investment adviser · Atlanta, GA · CRD #284840

Form ADV data as of 2026-09-01

Regulatory assets

$2.54 billion

Total accounts

8,462

Employees

Disclosure events

Firm details

Website: https://www.strategicblueprint.net
Telephone: 678-954-4130
SEC file number: 801-108531
Most recent Form ADV filing: 2026-05-07
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.52 billion
Non-discretionary regulatory assets under management	$12.6 million
Total regulatory assets under management	$2.54 billion
Discretionary accounts	8,411
Non-discretionary accounts	51
Total accounts	8,462
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	56
Employees performing investment advisory functions (including research)	51
Employees who are registered representatives of a broker-dealer	38
Employees registered as investment adviser representatives with a state	56
Employees registered as IARs for another investment adviser	10
Employees who are licensed insurance agents	42
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$863.5 million
Clients for whom the firm has custody	1,227
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,432	$758.3 million
High net worth individuals	906	$1.73 billion
Pension and profit sharing plans (not the participants or government plans)	106	$28.2 million
Charitable organizations	17	$1.8 million
Corporations or other businesses not listed above	45	$14.0 million