Strategic Blueprint, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 284840
- Registered since
- October 28, 2016
- Website
- www.strategicblueprint.net
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- HNWI68.36%
- Individuals29.9%
- Pension & Profit Sharing Plans1.11%
- Corporations / Businesses0.55%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Blueprint, LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee menu includes asset-based fees alongside hourly, subscription and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, ongoing publications and client education programs. Strategic Blueprint is not identified as an active ESG investor. Industry relationships extend beyond advisory work to include broker-dealer, accounting, insurance and sponsor/GP roles in pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents8%
- Other6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 6
Julie Sullivan
Chief Compliance OfficerCRD 1112088
Sherry Campbell
Chief Executive OfficerCRD 2407196
Anna Tatum
Chief Accounting OfficerCRD 7273094
Contacts
3 of 52
Robert Wheeler
Wealth AdvisorCRD 4243940
Gregory Hanft
Advisory Compliance AnalystCRD 6619419
Gregory Garcia
Managing PartnerCRD 5206726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 555Active vs passive
$1.7B in ETFs
54%
$935M
31%
$790M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $63.3M | 735,402 | 3.67% |
Location
Atlanta, GA
Dekalb
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 2200 Century Pkwy Ne
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Arcus Capital Partners, LLC
RIAAtlanta, GA
LCG Associates, Inc.
RIAAtlanta, GA
Bluearc Capital Management
RIAAtlanta, GA
Cornerstone Investment Partners, LLC
RIAAtlanta, GA
Bison Wealth, LLC
RIAAtlanta, GA
Falcons I, LLC
RIAAtlanta, GA