SB
STRATEGIC BLUEPRINT, LLC
SEC RegisteredFor Choice Where it Counts
ATLANTA, GAhttps://strategicblueprint.net678-954-4130
Assets Under Management
$1B–$5B
Employees
57
Office Locations
21 offices
Total Accounts
8462
About the firm
Strategic Blueprint is a Registered Investment Adviser (RIA) serving independent financial advisors. It supports advisors with services needed to grow and maintain thriving practices, providing a simplified pricing model, a smooth transition process, and tools to help advisors focus on their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
RIAIndependent Financial AdvisorsAdvisory Firm GrowthTechnology PlatformTransition SupportSimplified Pricing
Services
Platform services for independent advisory firms including growth support, technology to streamline advisor tasks, and a community of independent financial advisors.
Who they serve
Independent financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,432 | $758M |
| High Net Worth Individuals | 906 | $1.7B |
| Charitable Organizations | 106 | $28M |
| State/Municipal Entities | 17 | — |
125 total clients reported on Form ADV.
Leadership
Inc. Sfa Holdings
SOLE MEMBER
Julie Ann Sullivan
PRESIDENT, CCO
Alexander James Sywak
VICE PRESIDENT
Joseph Killingsworth Copeland
VICE PRESIDENT, TECHNOLOGY AND INFORMATION
Bryson Andrew Hutchings
VICE PRESIDENT
Joseph James Martin
VICE PRESIDENT, FINANCE
Office locations
21 offices in 10 states
GA
ATLANTAHQ
NC
Winston-salem
VA
FAIRFAX
NC
Winston-salem
NY
STATEN ISLAND
GA
WATKINSVILLE
SC
NORTH CHARLESTON
SC
CHARLESTON
OH
CANTON
CA
NOVATO
CA
IRVINE
NC
RALEIGH
GA
PEACHTREE CORNERS
NJ
RUTHERFORD
OH
PERRYSBURG
SC
CLEMSON
NC
GREENSBORO
OH
CANFIELD
NC
RALEIGH
MI
FARMINGTON HILLS
NE
HOLDREGE
Advisors at this firm
55 advisors in the directory
Rebecca Roseanne Abel
Investment Adviser Representative
Caroline Madolyn Ainsworth
Investment Adviser Representative
Lori Pocock Allison
Investment Adviser Representative
David Jeffrey Armbruster
Investment Adviser Representative
Brian Calvin Baker
Investment Adviser Representative
Leslie Theresa Beck
Investment Adviser Representative
Coleman Troy Benko
Investment Adviser Representative
Terry Doyle Buskirk
Investment Adviser Representative
Mason Cole Bachelor
Investment Adviser Representative
Sean Austin Baker
Investment Adviser Representative
Kevin Bartel
Investment Adviser Representative
Sherry Wyble Campbell
Investment Adviser Representative
Amy Noelle Conley
Investment Adviser Representative
Timothy Marshal Conrad
Investment Adviser Representative
Jonathan Michael Denton
Investment Adviser Representative
Brett E. Dysart
Investment Adviser Representative
John Rice Edmonds Jr.
Investment Adviser Representative
Matthew Daniel Goodwin
Investment Adviser Representative
Kathryn Pocock Gustafson
Investment Adviser Representative
Gregory A. Garcia
Investment Adviser Representative
Brandon Wyatt Haines
Investment Adviser Representative
Robert Warren Hamm
Investment Adviser Representative
Jason Marshall Harris
Investment Adviser Representative
William Bradley Helms
Investment Adviser Representative
Gregory Hanft
Investment Adviser Representative
Cole Edward Hickman
Investment Adviser Representative
Bryson Andrew Hutchings
Investment Adviser Representative
Brent Bruce Jamison
Investment Adviser Representative
Mark Alan Keen
Investment Adviser Representative
Justin Kizer
Investment Adviser Representative
Abigayle Julia Loblein
Investment Adviser Representative
Ashley Madden
Investment Adviser Representative
Kelsey Marie Oltmans
Investment Adviser Representative
Kathryn Joan Oswald
Investment Adviser Representative
Nathan Andrew Oltmans
Investment Adviser Representative
Neel Navin Patel
Investment Adviser Representative
Salvatore Picciallo
Investment Adviser Representative
Ashley Lynn Reiter
Investment Adviser Representative
Franklin Travis Reynolds
Investment Adviser Representative
Adam Bradley Rosier
Investment Adviser Representative
Tammy Lyn Sartain
Investment Adviser Representative
Matthew J Stephens
Investment Adviser Representative
Michael Reed Stevens
Investment Adviser Representative
Jeffrey Raymond Seiter
Investment Adviser Representative
Martin Joseph Sergi Jr.
Investment Adviser Representative
Barry M Shapiro
Investment Adviser Representative
Michael Alan Spieler
Investment Adviser Representative
Nicholas Hale Stevens
Investment Adviser Representative
Julie Ann Sullivan
Investment Adviser Representative
Todd Randall Walker
Investment Adviser Representative
Robert John Wheeler Jr
Investment Adviser Representative
David Comings Whitmore Jr.
Investment Adviser Representative
Roger Eugene Woodruff
Investment Adviser Representative
Karen Ann Walsh
Investment Adviser Representative
David Comings Whitmore
Investment Adviser Representative
Regulatory & compliance
CRD number
#284840
SEC Number
801-108531
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Subscription / Other
Minimum: $25,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $250,000 (Wrap) | 2.25% |
| Next $250,000 to $500,000 (Wrap) | 2.15% |
| Next $500,000 to $1,000,000 (Wrap) | 2.00% |
| Next $1,000,000 to $2,000,000 (Wrap) | 1.75% |
| Next $2,000,000 to $5,000,000 (Wrap) | 1.50% |
| Above $5,000,000 (Wrap) | 1.25% |
| First $250,000 (Non-Inclusive) | 2.15% |
| Next $250,000 to $500,000 (Non-Inclusive) | 2.05% |
| Next $500,000 to $1,000,000 (Non-Inclusive) | 1.90% |
| Next $1,000,000 to $2,000,000 (Non-Inclusive) | 1.65% |
| Next $2,000,000 to $5,000,000 (Non-Inclusive) | 1.40% |
| Above $5,000,000 (Non-Inclusive) | 1.15% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
strategicblueprint.netPhone
678-954-4130Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRATEGIC BLUEPRINT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.