STRATEGIC BLUEPRINT, LLC
CRD #284840 SEC #801-108531 ATLANTA, GA 678-954-4130
SEC Registered
Total AUM
$2.7B
Discretionary
$2.6B
Employees
57
Clients
101
Accounts
9,067
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.7B | $2.6B | $37M | 57 | 144 |
| May 2025 | $2.7B | $2.6B | $37M | 57 | 144 |
| Mar 2025 | $2.7B | $2.6B | $37M | 57 | 144 |
| Jan 2025 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Dec 2024 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Oct 2024 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Oct 2024 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Sep 2024 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Aug 2024 | $2.2B | $2.1B | $61.9M | 57 | 92 |
| Jul 2024 | $2.2B | $2.1B | $61.9M | 57 | 92 |
| Jul 2024 | $2.2B | $2.1B | $61.9M | 57 | 92 |
| Jun 2024 | $2.2B | $2.1B | $61.9M | 57 | 92 |
| May 2024 | $2.2B | $2.1B | $61.9M | 57 | 92 |
| May 2024 | $2.2B | $2.1B | $61.9M | 55 | 92 |
| Mar 2024 | $2.2B | $2.1B | $61.9M | 56 | 92 |
| Nov 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| Sep 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| Jul 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| May 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| Apr 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| Mar 2023 | $1.6B | $1.6B | $46.4M | 52 | 85 |
| Feb 2023 | $1.5B | $1.5B | $22M | 52 | 59 |
| Dec 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Oct 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Aug 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Aug 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Aug 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| May 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Mar 2022 | $1.5B | $1.5B | $22M | 52 | 59 |
| Nov 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Oct 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Oct 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Aug 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Aug 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Jun 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| May 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| May 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| May 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Mar 2021 | $774.4M | $763.6M | $10.8M | 46 | 30 |
| Feb 2021 | $439.4M | $439.4M | $0 | 36 | 29 |
| Oct 2020 | $439.4M | $439.4M | $0 | 36 | 29 |
| Oct 2020 | $439.4M | $439.4M | $0 | 35 | 29 |
| Oct 2020 | $439.4M | $439.4M | $0 | 33 | 29 |
| Oct 2020 | $439.4M | $439.4M | $0 | 33 | 29 |
| Sep 2020 | $439.4M | $439.4M | $0 | 33 | 29 |
| Jul 2020 | $439.4M | $439.4M | $0 | 32 | 29 |
| Jul 2020 | $439.4M | $439.4M | $0 | 32 | 29 |
| Jun 2020 | $439.4M | $439.4M | $0 | 32 | 29 |
| Jun 2020 | $439.4M | $439.4M | $0 | 32 | 29 |
| Mar 2020 | $439.4M | $439.4M | $0 | 32 | 29 |
| Mar 2020 | $244.3M | $244.3M | $0 | 19 | 0 |
| Feb 2020 | $244.3M | $244.3M | $0 | 19 | 0 |
| Jan 2020 | $244.3M | $244.3M | $0 | 19 | 0 |
| Oct 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Aug 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Aug 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Jul 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Jul 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Jun 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Apr 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Mar 2019 | $244.3M | $244.3M | $0 | 19 | 0 |
| Aug 2018 | $66.6M | $66.6M | $0 | 12 | 0 |
| Aug 2018 | $66.6M | $66.6M | $0 | 12 | 0 |
| Aug 2018 | $66.6M | $66.6M | $0 | 12 | 0 |
| Apr 2018 | $66.6M | $66.6M | $0 | 12 | 0 |
| Mar 2018 | $66.6M | $66.6M | $0 | 12 | 0 |
| Feb 2018 | $3.2M | $3.2M | $0 | 10 | 0 |
| Oct 2017 | $3.2M | $3.2M | $0 | 10 | 0 |
| Aug 2017 | $0 | $0 | $0 | 4 | 0 |
| Jul 2017 | $0 | $0 | $0 | 4 | 0 |
| Jun 2017 | $0 | $0 | $0 | 4 | 0 |
| Mar 2017 | $0 | $0 | $0 | 4 | 0 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
| Oct 2016 | $0 | $0 | $0 | 3 | 0 |
| Oct 2016 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$37M
Employees57
Clients144
DateMay 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$37M
Employees57
Clients144
DateMar 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$37M
Employees57
Clients144
DateJan 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateDec 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateOct 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateOct 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateSep 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateAug 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees57
Clients92
DateJul 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees57
Clients92
DateJul 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees57
Clients92
DateJun 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees57
Clients92
DateMay 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees57
Clients92
DateMay 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees55
Clients92
DateMar 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$61.9M
Employees56
Clients92
DateNov 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateSep 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateJul 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateMay 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateApr 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.4M
Employees52
Clients85
DateFeb 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateDec 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateOct 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateAug 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateAug 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateAug 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateMay 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22M
Employees52
Clients59
DateNov 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateOct 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateOct 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateAug 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateAug 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateJun 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateMay 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateMay 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateMay 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateMar 2021
Total AUM$774.4M
Discretionary$763.6M
Non-Disc.$10.8M
Employees46
Clients30
DateFeb 2021
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees36
Clients29
DateOct 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees36
Clients29
DateOct 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees35
Clients29
DateOct 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees33
Clients29
DateOct 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees33
Clients29
DateSep 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees33
Clients29
DateJul 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees32
Clients29
DateJul 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees32
Clients29
DateJun 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees32
Clients29
DateJun 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees32
Clients29
DateMar 2020
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees32
Clients29
DateMar 2020
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateFeb 2020
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateJan 2020
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateOct 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateAug 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateAug 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateJun 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateApr 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees19
Clients0
DateAug 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees12
Clients0
DateFeb 2018
Total AUM$3.2M
Discretionary$3.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$3.2M
Discretionary$3.2M
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0