Strategic Blueprint, LLC
● SEC registered since 2016CRD 284840SEC# 801-108531Atlanta, GA
Reg. AUM
$2.54B
Employees
57
Accounts
8,462
Location
Atlanta, GA
About Strategic Blueprint
Strategic Blueprint is an RIA platform serving independent financial advisors rather than individual investors. It offers simplified pricing, transition support, technology, and a peer community intended to help advisory practices grow while staying focused on clients.
Summary based on the firm’s website.
Strategic Blueprint, LLC assets under management
Strategic Blueprint, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $2.5 billion in regulatory assets under management and employs 57 people.
Strategic Blueprint, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Elise Tatum Control | Vice President, Finance | Under 5% | 2024 |
| Gregory Hanft Control | Chief Compliance Officer | Under 5% | 2026 |
| Joseph Killingsworth Copeland Control | Vice President, Technology And Information | Under 5% | 2018 |
| Julie Ann Sullivan Control | President | Under 5% | 2016 |
| Michael Bryan Control | Evp, Chief Growth Officer | Under 5% | 2024 |
| Sfa Holdings, Inc. Control | Sole Member | Over 75% | 2016 |
Frequently asked questions
How much does Strategic Blueprint, LLC manage?
Strategic Blueprint, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Blueprint, LLC have?
Strategic Blueprint, LLC reports 57 employees.
Where is Strategic Blueprint, LLC located?
Strategic Blueprint, LLC is based in Atlanta, GA and has been SEC-registered since 2016.
Does Strategic Blueprint, LLC disclose fund performance?
Strategic Blueprint, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 Century Parkway, Suite 500, Atlanta, GA 30345 |
| Phone | 678-954-4130 |
| Fax | 678-954-4001 |
| Office hours | 8:30-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.54B▲ 17%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,389 advisers
EmployeesTop 11%
More than 89% of 16,799 advisers
Assets under management
$2.54Bregulatory AUM
Discretionary $2.52BNon-discretionary $12.6M