Blueprint Financial Advisors

Registered investment adviser · Charlotte, NC · CRD #315570

Form ADV data as of 2026-09-01

Regulatory assets

$1.41 billion

Total accounts

2,330

Employees

Disclosure events

Firm details

Website: https://komaracap.com
Telephone: 844-200-2568
SEC file number: 801-121848
Most recent Form ADV filing: 2026-08-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.14 billion
Non-discretionary regulatory assets under management	$271.5 million
Total regulatory assets under management	$1.41 billion
Discretionary accounts	2,323
Non-discretionary accounts	7
Total accounts	2,330
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	47
Employees performing investment advisory functions (including research)	39
Employees who are registered representatives of a broker-dealer	22
Employees registered as investment adviser representatives with a state	40
Employees registered as IARs for another investment adviser	4
Employees who are licensed insurance agents	17
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly charges

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Receives soft dollar benefits
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,250	$806.1 million
High net worth individuals	40	$561.6 million
Corporations or other businesses not listed above	40	$45.8 million