$27.4M Total AUM
$27.4M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- Catalyst frontierVertex +more
- Established Date
- 02-09-2018
- Office Locations
- 1
Office Locations
4306 Yoakum Blvd Suite 455 Houston TX
About Blueprint 360 LLC
Blueprint 360 LLC (Houston, TX) provides financial coaching and planning that integrates investments and insurance, helping clients prioritize goals into actionable steps—cash-flow management, debt reduction, retirement, college, legacy and business planning. The firm emphasizes tax-conscious strategies to safely grow assets and manage risk, and custody relationships include Charles Schwab.
Team overview
39 AVG AGE
$27.4M AVG AUM / ADVISOR
$228.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Premium access reveals conviction themes in prime signal crest.
Open the full profile to inspect shifts in beacon glacier.
Premium access reveals conviction themes in unison quantum summit.
Upgrade to reveal position-level detail across oak insight.
Unlock to see real insight on peak radial.
Upgrade to reveal position-level detail across timber element.
Request access to benchmark trends tied to harbor unison.
Request access to benchmark trends tied to capital.
Asset Classes
Summit radial Crest value
Client Personas
Frontier vector Catalyst Element momentum Fusion bridge
Custodian
Fusion optima Zenith glacier Beacon Pioneer Summit Glacier Signal prime
Investment Themes
Catalyst Crest oak
Investment Vehicles
Meridian
Platform
Peak
Services
Meridian Momentum summit Unison peak Harbor Focus wave Zenith meridian Zenith Horizon horizon Summit bridge
Technology
Prime catalyst North Alpha beacon
Owner & Executives
C
CHARLES CHIZOBA ADI
Chief Compliance Officer, Owner
- CRD
- #5771158
- Ownership
- 75% or more
(622) 598-4284
wave.fusion@quantumcapital.com
in linkedin.com/in/beacon-capital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,414,202 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,414,202 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $27,414,202
Equity - OTC:
14.8% Public Funds:
22.5% Cash:
25.6% Equity - Exchange:
9.3% U.S. Government/Agency:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,145,153,838 | 14.8% |
| Public Funds | $1,740,943,335 | 22.5% |
| Cash | $1,980,806,639 | 25.6% |
| Equity - Exchange | $719,589,912 | 9.3% |
| U.S. Government/Agency | $2,151,032,209 | 27.8% |
| Total | $7,737,525,933 | 100.0% |