Blueprint Capital Group LLC

Blueprint Capital Group LLC is a small, state‑registered advisory firm serving individual clients — including high‑net‑worth and non‑HNW individuals — as well as some corporate or business entities. The firm provides discretionary asset management, financial planning (consultation and ongoing), and access to third‑party or sub‑advisor management; it reports approximately $6.1 million in discretionary assets under management across one advisor and about 50 clients.

Investment programs are tailored to each client’s goals, time horizon and risk tolerance and may employ fundamental, technical, quantitative and Modern Portfolio Theory approaches; accounts are generally managed on a discretionary basis with quarterly reviews. When appropriate, the firm appoints and monitors third‑party managers or sub‑advisors and acts as a liaison between clients and those managers while retaining authority to hire or terminate them.

Distinctive features disclosed in the brochure include the firm’s regular educational seminars and workshops (the firm notes it charges businesses a fee per seminar) and a material affiliation with insurance businesses: the principal devotes substantial time to insurance activities and may receive commissions for insurance sales, which the firm discloses as a potential conflict of interest. The brochure also discloses referral fee arrangements with third‑party managers and personal investments in a private equity vehicle the firm may recommend; these relationships are identified as conflicts and are governed by disclosure and related policies.