Blueprint Investment Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Blueprint Investment Partners reports 13 clients. They include 11 other investment advisers and 2 investment companies. Of its assets, 83.3% ($1.48B across 12 accounts) are managed with discretion; $297M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 15% | 24% |
| Other investment advisers | 85% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $434M | 24.4% | $217M |
| Other investment advisers | 11 | $1.34B | 75.6% | $122M |
| Total | 13 | $1.78B | 100% | $137M |
- Clients
- 2
- Regulatory AUM
- $434M
- AUM share
- 24.4%
- Avg. per client
- $217M
- Clients
- 11
- Regulatory AUM
- $1.34B
- AUM share
- 75.6%
- Avg. per client
- $122M
Total
- Clients
- 13
- Regulatory AUM
- $1.78B
- AUM share
- 100%
- Avg. per client
- $137M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Blueprint Investment Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Jonathan Robinson owns 25% to 50% of Blueprint Investment Partners. It has 9 employees, 3 of them in advisory roles.
Staff
- 9 employees
- 3 in advisory functions
- 5 state-registered reps
- 4 broker-dealer reps
- Owns 25% to 50% of Blueprint Investment Partners LLC
Jonathan Robinson
Control person · since January 2014
- Owns 25% to 50% of Blueprint Investment Partners LLC
Brandon Langley
Control person · since January 2014
- Owns 25% to 50% of Blueprint Investment Partners LLC
Ralph Mayes
Control person · since October 2016
- Owns 10% to 25% of Blueprint Investment Partners LLC
Blueprint North 1, LLC
since January 2023
- Owns 25% to 50% of Blueprint North 1, LLC
Rory Collins
Control person · since August 2022
- Owns 25% to 50% of Blueprint North 1, LLC
Tony Hauck
Control person · since August 2022
- Owns 25% to 50% of Blueprint North 1, LLC
James R. Arthaud Revocable Trust
Control person · since August 2021
James Arthaud
Trustee · since May 2010
Blueprint Investment Partners’ regulatory assets grew 5.3× from $337M (May 2021) to $1.78B (July 2026); clients fell from 15 to 13 and employees from 10 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.78B | 13 | 9 | 2 |
| Mar 2025March 2025 | $1.23B | 16 | 11 | 2 |
| Jul 2024July 2024 | $849M | 14 | 15 | 9 |
| Jun 2023June 2023 | $533M | 13 | 9 | 3 |
| Mar 2022March 2022 | $468M | 16 | 10 | 4 |
| May 2021May 2021 | $337M | 15 | 10 | 4 |
Besides its headquarters, Blueprint Investment Partners has 1 office, with 2 listed addresses in 1 state.
North Carolina · 2 listed addresses
- 1175 Revolution Mill DR., Suite 3, GreensboroHQ
- 1100 Kenilworth Ave, Charlotte
Contact and registration details
- Legal name
- Blueprint Investment Partners LLC
- Headquarters
- 1175 Revolution Mill DR., Suite 3, Greensboro, NC 27405
- Website
- blueprintip.com
- Phone
- 800-245-7339
- @blueprint-investment-partners
- SEC file
- 801-108069
- Structure
- North Carolina LLC
- Fiscal year end
- December
Blueprint Investment Partners’ named custodians for separately managed accounts are Charles Schwab ($550M, 66%) and U.S. Bancorp Investments ($278M, 34%). Blueprint Investment Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $550M66%
- U.S. Bancorp InvestmentsU.S. Bancorp Investments, Inc. · Minneapolis, MN · $278M34%
At year end, Blueprint Investment Partners’ separately managed accounts were mostly in funds (78%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.2B across 159 positions; the largest are Schneider National Inc. (18.5%), Tidal Trust II (9.4%) and SPDR Series Trust (6.7%).
What the accounts hold
- Stocks5%
- Funds78%
- Registered funds76%
- Pooled vehicles2%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds2%
- Cash10%
How many clients does Blueprint Investment Partners have?
Blueprint Investment Partners has 13 clients and manages $1.78 billion for them, as of July 2026. They include 11 other investment advisers and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Blueprint Investment Partners offer?
Blueprint Investment Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Blueprint Investment Partners use?
Blueprint Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $550M and U.S. Bancorp Investments, Inc. (Minneapolis, MN), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Blueprint Investment Partners have?
Blueprint Investment Partners has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 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
What does Blueprint Investment Partners invest in?
At the end of its last fiscal year, Blueprint Investment Partners’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% exchange-traded equities, 5% U.S. government and agency bonds, 2% state and local bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blueprint Investment Partners?
Blueprint Investment Partners is owned through a holding company by Rory Collins and Tony Hauck. Its direct owners are Jonathan Robinson, Brandon Langley, Ralph Mayes and Blueprint North 1, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Blueprint Investment Partners get paid?
Blueprint Investment Partners is paid through a percentage of assets under management. 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
How do I contact Blueprint Investment Partners?
Blueprint Investment Partners’ main office is at 1175 Revolution Mill DR., Suite 3, Greensboro, NC 27405. Its phone number is 800-245-7339. Its website is blueprintip.com.
