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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Blueprint Capital Group LLC
Blueprint Capital Group, LLC is a Florida-registered RIA serving families and business owners with integrated wealth management—financial and retirement planning (IRAs/401(k)s), legacy and succession/exit planning, tax optimization, and portfolio guidance including real estate, cost segregation, insurance, and alternative investments. Clients get 24/7 document/account access via Generational Vault and an interactive Color of Money risk analysis to align portfolios with risk preferences.
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Owner & Executives
ROLAND JERRY CASTRO
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #7591588
- Ownership
- 50% but less than 75%
Jordan Sarmiento
President
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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