SB
STRATEGIC BLUEPRINT, LLC
SEC RegisteredATLANTA, GAhttps://strategicblueprint.net678-954-4130
Assets Under Management
$1B–$5B
Employees
57
Office Locations
26 offices
Total Accounts
8462
About the firm
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
Who they serve
| 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
26 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
22 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
Sean Austin Baker
Investment Adviser Representative
Kevin Bartel
Investment Adviser Representative
Amy Noelle Conley
Investment Adviser Representative
Gregory A. Garcia
Investment Adviser Representative
Bryson Andrew Hutchings
Investment Adviser Representative
Brent Bruce Jamison
Investment Adviser Representative
Mark Alan Keen
Investment Adviser Representative
Abigayle Julia Loblein
Investment Adviser Representative
Ashley Madden
Investment Adviser Representative
Nathan Andrew Oltmans
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
Barry M Shapiro
Investment Adviser Representative
Michael Alan Spieler
Investment Adviser Representative
Julie Ann Sullivan
Investment Adviser Representative
Karen Ann Walsh
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.