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Also a member of Blueprint Partners Fund in the 25% to 50% band and a control person, since November 2019."},{"label":"Brandon Langley","detail":"Strategic advisor/co-founder and member in the 10% to 25% ownership band and a control person, since June 2021. Also a member of Blueprint Partners Fund in the 25% to 50% band and a control person, since November 2019."},{"label":"Mike Carlone","detail":"Member in the 5% to 10% ownership band, since March 2023."},{"label":"Ralph Mayes","detail":"Member in the 10% to 25% ownership band, since March 2023. Also a member of Blueprint Partners Fund in the 25% to 50% band and a control person, since November 2019."},{"label":"Blueprint Partners Fund","detail":"Member in the 50% to 75% ownership band and a control person, since March 2023."},{"label":"Tony Hauck","detail":"Indirect owner: a member of Blueprint North 1, LLC in the 25% to 50% band and a control person, since August 2022.","parent":"Blueprint North 1, LLC"},{"label":"James R Arthaud Revocable Trust","detail":"Indirect owner: a member of Blueprint North 1, LLC in the 25% to 50% band and a control person, since August 2021.","parent":"Blueprint North 1, LLC"},{"label":"James Arthaud","detail":"Indirect owner: trustee of James R Arthaud Revocable Trust, since May 2010.","parent":"James R Arthaud Revocable Trust"},{"label":"Rory Collins","detail":"Indirect owner: a member of Blueprint North 1, LLC in the 25% to 50% band and a control person, since August 2022.","parent":"Blueprint North 1, LLC"}],"filedOffices":{"otherThanPrincipal":21,"privateResidences":6},"listedOfficeAddresses":16,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"9040 S. 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Main Street Court","city":"Alpine"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"9030 Stony Point Parkway","city":"Richmond"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"2300 Riverside Drive","city":"Green Bay"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"844-200-2568","stateRegisteredReps":40,"otherAdviserReps":4,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":64},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"24 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/315570/PDF/315570.pdf","brochureDate":"24 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052756","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Blueprint Financial Advisors have?","answer":"Blueprint Financial Advisors has 2,330 clients and manages $1.41 billion for them, as of August 2026. They include 2,250 individual clients, 40 high-net-worth individuals, and 40 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blueprint Financial Advisors offer?","answer":"Blueprint Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blueprint Financial Advisors charge?","answer":"Blueprint Financial Advisors charges 1.25%–1.75% a year for its Investment advisory services. The fee is billed in advance or in arrears and is negotiable.","source":"BFA FORM ADV 2A (JULY 20, 2026, filed 24 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blueprint Financial Advisors use?","answer":"Blueprint Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $133M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blueprint Financial Advisors have?","answer":"Blueprint Financial Advisors has 40 investment adviser representatives registered with state securities authorities, out of 47 employees, and 39 perform investment advisory functions. 22 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blueprint Financial Advisors invest in?","answer":"At the end of its last fiscal year, Blueprint Financial Advisors’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 11% cash and equivalents, 6% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar) and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blueprint Financial Advisors?","answer":"Blueprint Financial Advisors’ direct owners are Jonathan Robinson (10% to 25%), Brandon Langley (10% to 25%), Mike Carlone (5% to 10%), Ralph Mayes (10% to 25%), Blueprint Partners Fund (50% to 75%), Tony Hauck (25% to 50%), James R Arthaud Revocable Trust (25% to 50%) and Rory Collins (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blueprint Financial Advisors get paid?","answer":"Blueprint Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Blueprint Financial Advisors registered with the SEC?","answer":"Yes, Blueprint Financial Advisors has been registered with the SEC as an investment adviser since 23 July 2021. Its CRD number is 315570 and its SEC file number is 801-121848.","source":"Form ADV Part 1A, Item 1, filed 24 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Blueprint Financial Advisors?","answer":"Blueprint Financial Advisors’ main office is at 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204. Its phone number is 844-200-2568. Its website is komaracap.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}