firm profile
Strategic Blueprint, LLC
Overview
Strategic Blueprint, LLC is an SEC registered investment adviser based in Atlanta, GA, registered since 2016. It reports $2.5B in assets under management across 8,462 accounts, with 56 employees. It has 43 investment adviser representatives.
- Reported AUM
- $2.5B
- Discretionary
- 100%
- Accounts
- 8,462
- Average account
- $3K
- Employees
- 56
- Advisory reps
- 43
- Registered since
- 2016
- Jurisdictions
- 39
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.
Executive officers 3 of 5
- Julie Ann Sullivan President CRD 1112088
- Gregory Hanft Chief Compliance Officer CRD 6619419
- Michael Bryan Executive Vice President, Chief Growth Officer CRD 4265093
2 more executive officers, with direct contact details
Advisory reps 3 of 43
- Rebecca R Abel Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4216990
- Caroline Madolyn Ainsworth Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7405851
- David J Armbruster Insurance Agent · Investment Adviser Rep CRD 5564750
40 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2200 Century Pkwy NE Ste 500
Atlanta, GA 30345 - County
- DeKalb
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 39 jurisdictions
- Website: strategicblueprint.net
Every state, with registration dates
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