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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-10-2012
- Office Locations
- 1
Office Locations
About Blueprint Capital Management, LLC
Blueprint Capital Management, LLC is a Marlton-based RIA. The firm has been operating for 14 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $226.3K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
NEIL NICHOLAS CATALDI
Advisory Board Member, Chief Compliance Officer, PRINCIPAL
- CRD
- #3086771
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,168,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,168,634 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Blueprint Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.