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Blueprint Financial Advisors

Blueprint Financial Advisors. CRD 315570

Blueprint Financial Advisors logo

CRD: 315570

Blueprint Financial Advisors

Charlotte, NC, 28204
8442002568
buildyourblueprint.com
$966.6M Total AUM
$933.8M Disc. AUM
-- 3Y CAGR
35 Employees
1,913 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave capitalPeak +more
Established Date
06-01-2021
Office Locations
20

Office Locations

100 Fillmore ST, Suite 500 Denver CO
100 South Ashley Drive Suite 1140 Tampa FL
1029 Monarch ST, Unit 130 Lexington KY

About Blueprint Financial Advisors

Blueprint Financial Advisors is a registered investment adviser built to support entrepreneurial financial advisors with a full wealth-management platform—practice management, technology, in-house back office, and customized asset management. Majority employee-owned, it aims to keep a boutique feel while expanding offices nationally. Portfolios emphasize diversified allocations using public funds and ETFs (Schwab custody).

Team overview

47 AVG AGE
$34.5M AVG AUM / ADVISOR
$505.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
35 Employees
28 Advisory Reps
25 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vital momentum Atlas timber North pioneer Horizon value Wave optima

Client Personas

Meridian

CRM

Peak timber Glacier

Custodian

Radial Wave foundation

Investment Themes

Fusion Zenith Foundation Frontier momentum

Investment Vehicles

Wave Foundation radial

Platform

Summit Foundation Bridge Summit wave

Services

Oak legacy Atlas timber Wave oak Signal Zenith Vertex capital Vector ember

Technology

Value Wave Wave value Insight Zenith pioneer Eagle Capital

Owner & Executives

BRANDON SCOTT LANGLEY

BRANDON SCOTT LANGLEY

Chief Compliance Officer, Managing Member, President

CRD
--
Ownership
10% but less than 25%
(418) 842-9808
alpha.frontier@signalcapital.com
in linkedin.com/in/alpha-legacy
R

Ralph Thomas Mayes

PARTNER

CRD
--
Ownership
10% but less than 25%
(942) 423-2183
atlas.timber@capitalcapital.com
in linkedin.com/in/crest-timber
V

Value insight

Catalyst unison signal

CRD
#40367
Ownership
36.3%
(290) 274-7400
capital.insight@fusioncapital.com
in linkedin.com/in/frontier-element

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Contacts

MICHAEL L ALLISON

MICHAEL L ALLISON

--

CRD
#5200617
(240) 858-3247
foundation.oak@radialcapital.com
in linkedin.com/in/zenith-beacon
Hunter Mirek Boyd

Hunter Mirek Boyd

--

CRD
#7010485
(560) 208-1222
legacy.momentum@signalcapital.com
in linkedin.com/in/insight-quantum
E

Ember vector

Value delta

CRD
#44524
(899) 812-2357
optima.beacon@unisoncapital.com
in linkedin.com/in/matrix-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2023
12-11-2024
12-10-2025
04-30-2026
Category Assets AVG. Account size
Discretionary $933,780,010 $533,284
Non-Discretionary $32,814,890 $202,561
Total $966,594,900 $505,277

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Separately Managed Accounts

Total SMA Asset: $966,594,900

$966.6M Total SMA
Public Funds:
7.2%
Equity - Exchange:
19.8%
Cash:
11.4%
U.S. Government/Agency:
21.5%
Private Funds:
29.0%
Municipal Bonds:
11.1%
Asset class Assets Assets %
Public Funds $516,238,576 7.2%
Equity - Exchange $1,419,656,083 19.8%
Cash $817,377,745 11.4%
U.S. Government/Agency $1,541,545,747 21.5%
Private Funds $2,079,294,263 29.0%
Municipal Bonds $795,867,803 11.1%
Total $7,169,980,217 100.0%

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