STRATEGIC BLUEPRINT, LLC

HTTPS://WWW.STRATEGICBLUEPRINT.NET ATLANTA, GA Investment Advisor How do I update this listing?

Strategic Blueprint is based out of Atlanta. Strategic Blueprint is a registered investment advisory firm with 79 clients and discretionary assets under management (AUM) of $66,585,326 (Form ADV from 2018-08-23). Their last reported 13F filing for Q4 2018 included $68,926,000 in managed 13F securities and a top 10 holdings concentration of 54.65%. Strategic Blueprint's largest holding is Berkshire Hathaway Inc Class B with shares held of 31,842. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.0%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STRATEGIC BLUEPRINT, LLC
2200 CENTURY PARKWAY SUITE 500
ATLANTA GA    30345
Country: United States

Business Phone: 678-954-4000
Fax: 678-954-4001
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,SOLICITOR'S FEES
Amount of client funds and securities: 17,433,800
Total Number of Clients: 79
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2)
Data above was derived from SEC filings.

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STRATEGIC BLUEPRINT, LLC

ownership team - last updated 2018-04-19
Name Title Start Date Direct/Indirect % Ownership
SFA HOLDINGS, INC. SOLE MEMBER 07/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE STRATEGIC FINANCIAL ALLIANCE, INC. SHAREHOLDER direct 2003-02-01
S&G, INC. SHAREHOLDER direct 2013-12-01
STRATEGIC BLUEPRINT, LLC SOLE MEMBER direct 2016-07-01
SULLIVAN, JULIE, ANN PRESIDENT, CCO 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FISCO INVESTMENT MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2009-09-01
THE STRATEGIC FINANCIAL ALLIANCE, INC. CHIEF COMPLIANCE OFFICER, SVP direct 2013-07-01
THE STRATEGIC FINANCIAL ALLIANCE, INC. CHIEF COMPLIANCE OFFICER direct 2013-07-01
ADVISORY SERVICES NETWORK, LLC CHIEF COMPLIANCE OFFICER direct 2013-01-01
MVS MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-07-01
S&G, INC. PRESIDENT, CCO direct 2013-12-01
MERCAP ADVISORS, INC. DIRECTOR direct 2015-06-01
STRATEGIC BLUEPRINT, LLC PRESIDENT, CCO direct 2016-08-01
HOLLOWAY, LAREE, LYNNE CONTROLLER, VICE PRESIDENT 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE STRATEGIC FINANCIAL ALLIANCE, INC. FINOP, VICE PRESIDENT direct 2015-10-01
MERCAP ADVISORS, INC. DIRECTOR direct 2015-06-01
STRATEGIC BLUEPRINT, LLC CONTROLLER, VICE PRESIDENT direct 2016-08-01

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