Strategic Blueprint, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 284840
· SEC file 801-108531
· Atlanta, GA
· WWW.STRATEGICBLUEPRINT.NET
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ADV data as of May 07, 2026
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 3,506
- Avg AUM / client
- $723K
- Accounts
- 8,462
- Employees
- 56
AUM over time
$0
$2.7B
Oct 8, 2016
May 7, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,432 | $758M | 29.9% |
| High net worth individuals | 906 | $1.7B | 68.4% |
| Pension and profit sharing plans | 106 | $28.2M | 1.11% |
| Charitable organizations | 17 | $1.8M | 0.07% |
| Corporations and other businesses | 45 | $14.0M | 0.55% |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie Ann Sullivan | President, Cco | Aug 2016 (10y) | Less than 5% | |
| Joseph Killingsworth Copeland | Vice President, Technology And Information | Jan 2018 (9y) | Less than 5% | |
| Sywak, Alexander James | Vice President | Jan 2018 (9y) | Less than 5% | |
| Bryan, Michael | Evp, Chief Growth Officer | May 2024 (2y) | Less than 5% | |
| Tatum, Anna Elise | Vice President, Finance | May 2024 (2y) | Less than 5% | |
| Amy Noelle Conley | Registered representative | Aug 2017 (9y) | ||
| Sherry Wyble Campbell | Registered representative | CFP | Aug 2017 (9y) | |
| Todd Randall Walker | Registered representative | Aug 2017 (9y) | ||
| Leslie Theresa Beck | Registered representative | CFP | Jan 2018 (9y) | |
| Bryson Andrew Hutchings | Registered representative | Aug 2018 (8y) | ||
| Kathryn Pocock Gustafson | Registered representative | Aug 2018 (8y) | ||
| Lori Pocock Allison | Registered representative | CFP | Aug 2018 (8y) | |
| Mark Alan Keen | Registered representative | CFP | Aug 2018 (8y) | |
| Michael Reed Stevens | Registered representative | Aug 2018 (8y) | ||
| Jeffrey Raymond Seiter | Registered representative | CFP | Nov 2018 (8y) | |
| Ashley Madden | Registered representative | CFP | Dec 2018 (8y) | |
| Brett E. Dysart | Registered representative | Jul 2019 (7y) | ||
| Jason Marshall Harris | Registered representative | Jul 2019 (7y) | ||
| Kelsey Marie Oltmans | Registered representative | Jul 2019 (7y) | ||
| Nathan Andrew Oltmans | Registered representative | CFP | Jul 2019 (7y) | |
| Rebecca Roseanne Abel | Registered representative | CFP | Feb 2020 (7y) | |
| Coleman Troy Benko | Registered representative | Sep 2020 (6y) | ||
| Terry Doyle Buskirk | Registered representative | CFP | Oct 2020 (6y) | |
| Jonathan Michael Denton | Registered representative | Oct 2020 (6y) | ||
| Cole Edward Hickman | Registered representative | Dec 2020 (6y) | ||
| David Comings Whitmore | Registered representative | CFP | May 2021 (5y) | |
| Michael Alan Spieler | Registered representative | Sep 2021 (5y) | ||
| Brian Calvin Baker | Registered representative | Sep 2021 (5y) | ||
| Tammy Lyn Sartain | Registered representative | Sep 2021 (5y) | ||
| Salvatore Picciallo | Registered representative | Nov 2021 (5y) | ||
| David Jeffrey Armbruster | Registered representative | Apr 2022 (4y) | ||
| Matthew Daniel Goodwin | Registered representative | Jul 2022 (4y) | ||
| Mason Cole Bachelor | Registered representative | CFP | Aug 2022 (4y) | |
| David Comings Whitmore | Registered representative | Jun 2023 (3y) | ||
| Neel Navin Patel | Registered representative | Jun 2023 (3y) | ||
| Justin Kizer | Registered representative | CFP | Oct 2023 (3y) | |
| Timothy Marshal Conrad | Registered representative | CFP | Oct 2023 (3y) | |
| Gregory Hanft | Registered representative | Nov 2023 (3y) | ||
| Caroline Madolyn Ainsworth | Registered representative | Feb 2024 (2y) | ||
| Roger Eugene Woodruff | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| William Bradley Helms | Registered representative | May 2024 (2y) | ||
| Abigayle Julia Loblein | Registered representative | Jul 2024 (2y) | ||
| Robert Warren Hamm | Registered representative | Oct 2024 (2y) | ||
| Sean Austin Baker | Registered representative | Nov 2024 (2y) | ||
| Martin Joseph Sergi | Registered representative | CFP | Jan 2025 (2y) | |
| Kevin Bartel | Registered representative | Jan 2025 (2y) | ||
| Adam Bradley Rosier | Registered representative | Jan 2025 (2y) | ||
| Brandon Wyatt Haines | Registered representative | CFP | Feb 2025 (1y) | |
| Karen Ann Walsh | Registered representative | Feb 2025 (1y) | ||
| Kathryn Joan Oswald | Registered representative | CFP | Feb 2025 (1y) | |
| Matthew J Stephens | Registered representative | CFP | Feb 2025 (1y) | |
| Gregory A. Garcia | Registered representative | Feb 2025 (1y) | ||
| Robert John Wheeler | Registered representative | Feb 2025 (1y) | ||
| John Rice Edmonds | Registered representative | May 2025 (1y) | ||
| Barry M Shapiro | Registered representative | Chartered Financial Consultant | Aug 2025 (1y) | |
| Brent Bruce Jamison | Registered representative | Aug 2025 (1y) | ||
| Franklin Travis Reynolds | Registered representative | Sep 2025 (1y) | ||
| Ashley Lynn Reiter | Registered representative | CFP | Sep 2025 (1y) | |
| Nicholas Hale Stevens | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sfa Holdings, Inc. | Sole Member | Jul 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Other fees
- • FAMILY OFFICE FEES, ENDORSEMENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (75% of AUM) May 2026
- Fidelity Brokerage Services $630M (25% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗