Blueprint Capital Group LLC

Overview

Blueprint Capital Group LLC is a state registered investment adviser based in Casselberry, FL, registered since 2024. It reports $5.3M in assets under management across 48 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$5.3M

Discretionary

100%

Accounts

48

Average account

$11K

Employees

2

Advisory reps

1

Registered since

2024

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Roland Jerry Castro Managing Partner, Chief Executive Officer, Chief Compliance Officer CRD 7591588
• Jordan Sarmiento President CRD 7952242

Advisory reps 1 of 1

• Roland Jerry Castro Insurance Agent · Investment Adviser Rep CRD 7591588

Location

Headquarters

1211 State Road 436 Ste 149
Casselberry, FL 32707

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: bcgmoney.com

Every state, with registration dates

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