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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2016
- Office Locations
- 24
Office Locations
About Strategic Blueprint, LLC
Strategic Blueprint is an Atlanta-based registered investment adviser and advisor-support platform for independent financial advisors. It offers simplified pricing, a smooth transition process, and technology that streamlines day-to-day work, backed by a community of peer advisors. The practice is planning-led with portfolio construction and asset allocation, and portfolios tilt heavily to ETFs alongside mutual funds and select alternatives.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Bryan
Chief Growth Officer, EVP
- CRD
- #4265093
- Ownership
- Less than 5%
Joseph Killingsworth Copeland
Vice President
- CRD
- #6847982
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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REBECCA ROSEANNE ABEL
--
- CRD
- #4216990
CAROLINE Madolyn AINSWORTH
Financial Advisor
- CRD
- #7405851
Showing 2 of 58 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,523,100,350 | $299,976 |
| Non-Discretionary | $12,634,228 | $247,730 |
| Total | $2,535,734,578 | $299,661 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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