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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blueprint Investment Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Blueprint Investment Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blueprint Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blueprint Investment Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blueprint Investment Partners?","answer":"Blueprint Investment Partners is owned through a holding company by Rory Collins and Tony Hauck. 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