# BLUEPRINT FINANCIAL ADVISORS LLC

BLUEPRINT FINANCIAL ADVISORS LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 315570
- Type: SEC-registered investment adviser
- SEC file number: 801-121848
- Location: 1100 KENILWORTH AVE, SUITE 210, CHARLOTTE, NC, 28204
- Phone: 844-200-2568
- Latest filing: 2026-07-24
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $271.5M
- Clients: 47
- Accounts: 2,330

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Ralph Thomas Mayes | MEMBER | — |
| Brandon Scott Langley | MEMBER; MEMBER & CCO; STRATEGIC ADVISOR/CO-FOUNDER AND MEMBER | — |
| Jonathan David Robinson | CEO/CO-FOUNDER AND MEMBER; MEMBER | — |
| Rory Richard Collins | MEMBER | — |
| Tony Gene Hauck | MEMBER | — |
| James Randall Arthaud | TRUSTEE | — |
| Laurie Michele Moore | CCO | — |
| Andrea Louise Swope | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE/PRESIDENT; MEMBER & PRESIDENT | — |
| Kenneth Browne Peters | MEMBER | — |
| Mike Carlone | MEMBER | — |
| Nicole Marie Hands | MEMBER | — |
| Daniel Joseph Crawford | MEMBER | — |
| ROBINSON CHARLES DAVID | MEMBER | — |
| MAYES MICHAEL THOMAS | MEMBER | — |
| LANGLEY BRANDON SCOTT | MEMBER; MEMBER & CCO | — |
| COLLINS JORDAN RICHARD | MEMBER | — |
| Swope Andrea Louise | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE; MEMBER & DIRECTOR OF ADVISOR EXPERIENCE/PRESIDENT | — |
| PETERS KENNETH BROWNE | MEMBER | — |
| Carlone Mike | MEMBER | — |
| Hands Nicole Marie | MEMBER | — |
| Crawford Daniel Joseph | MEMBER | — |
| HAUCK TONY GENE | MEMBER | — |
| ARTHAUD JAMES RANDALL | TRUSTEE | — |


## Disclosures (22)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-03-05 | regulatory | RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE. | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315570/similar
- Related entities: https://search.stillhousedata.com/firm/315570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315570

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.