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BLUEPRINT FINANCIAL ADVISORS

CHARLOTTE, NC · CRD 315570 · IAPD ↗ · komaracap.com · 844-200-2568

$1.41BRegulatory AUM
39Advisory reps
47Employees
0Clients
51-100Planning clients
0Private funds
24States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — BLUEPRINT FINANCIAL ADVISORS changed its website from buildyourblueprint.com to komaracap.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
August 2026 — BLUEPRINT FINANCIAL ADVISORS notice-filed in AK, WA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — BLUEPRINT FINANCIAL ADVISORS added office(s): 17 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
August 2026 — BLUEPRINT FINANCIAL ADVISORS grew from 28 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
August 2026 — BLUEPRINT FINANCIAL ADVISORS crossed $1B in regulatory AUM ($966.6M -> $1.41B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
May 2026 — BLUEPRINT FINANCIAL ADVISORS changed its website from fulcrumwealth.com to buildyourblueprint.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
May 2026 — BLUEPRINT FINANCIAL ADVISORS notice-filed in CO, ID, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — BLUEPRINT FINANCIAL ADVISORS added office(s): 15 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2026 — BLUEPRINT FINANCIAL ADVISORS changed its website from bluegrasscapadv.com to fulcrumwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2026 — BLUEPRINT FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — BLUEPRINT FINANCIAL ADVISORS crossed $500M in regulatory AUM ($201.5M -> $966.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
79
April 2026 — BLUEPRINT FINANCIAL ADVISORS grew from 17 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2026 — BLUEPRINT FINANCIAL ADVISORS added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
January 2026 — BLUEPRINT FINANCIAL ADVISORS notice-filed in MA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — BLUEPRINT FINANCIAL ADVISORS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — BLUEPRINT FINANCIAL ADVISORS added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
June 2025 — BLUEPRINT FINANCIAL ADVISORS added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — BLUEPRINT FINANCIAL ADVISORS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — BLUEPRINT FINANCIAL ADVISORS moved its main office from GREENSBORO, NC to CHARLOTTE, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2025 — BLUEPRINT FINANCIAL ADVISORS reported RAUM up 52% ($132.5M -> $201.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — BLUEPRINT FINANCIAL ADVISORS grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
February 2025 — BLUEPRINT FINANCIAL ADVISORS changed its website from buildyourblueprint.com to bluegrasscapadv.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2025 — BLUEPRINT FINANCIAL ADVISORS added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
January 2025 — BLUEPRINT FINANCIAL ADVISORS added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
September 2024 — BLUEPRINT FINANCIAL ADVISORS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2024 — BLUEPRINT FINANCIAL ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — BLUEPRINT FINANCIAL ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — BLUEPRINT FINANCIAL ADVISORS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — BLUEPRINT FINANCIAL ADVISORS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — BLUEPRINT FINANCIAL ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — BLUEPRINT FINANCIAL ADVISORS added office(s): 5 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — BLUEPRINT FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — BLUEPRINT FINANCIAL ADVISORS reported RAUM up 422% ($25.4M -> $132.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2024 — BLUEPRINT FINANCIAL ADVISORS grew from 3 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
March 2024 — BLUEPRINT FINANCIAL ADVISORS notice-filed in AZ, MI, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.