SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Strategic Blueprint, LLC
Atlanta, GA
CRD 284840
Firm filing updated May 7, 2026 ·
- $2.5BAssets
- 3,506Clients
- 51Advisory staff
- 8,462Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- OtherYes
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals2,432
- High net worth individuals906
- Pension and profit sharing plans106
- Corporations or other businesses45
- Charities17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,432 | $758.3 million |
| High net worth individuals | 906 | $1.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 106 | $28.2 million |
| Charitable organizations | 17 | $1.8 million |
| Corporations or other businesses not listed above | 45 | $14.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 7 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$2.5 billion
- Accounts8,462
- Discretionary$2.5 billion · 8,411 accounts
- Non-discretionary$12.6 million · 51 accounts
People
- Employees56
- Advisory staff51
- Broker-dealer reps38
- Licensed insurance agents42
- Planning clients101 to 250
Advisors
30 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 284840, SEC file 801-108531.
- Registered with the SEC as an investment advisor (status date on record: October 28, 2016).
Is Strategic Blueprint, LLC a fiduciary?
Short answer: Strategic Blueprint, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 38 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
42 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.