Matthew J Stephens
Financial advisor at Strategic Blueprint, LLC · Wilmington, NC
Last updated 2026-10-10
Claim your profileMatthew J Stephens is a financial advisor at Strategic Blueprint, LLC in Wilmington, NC, CRD 5578138. Licenses and exams on the registration: Series 66. IAPD registration began 2008-11-11.
Registration
- CRD number
- 5578138
- Registration status
- Active
- IAPD registration
- 2008-11-11
- Industry Experience
- 17 years
- Work Experience
- 11 years
- States registered
- NC, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2014-11 to 2025-02 · Osaic Advisory Services, LLC · Atlanta, GA
- 2025-02 to Present · Strategic Blueprint, LLC · Atlanta, GA
Current employment
- Strategic Blueprint, LLC · Atlanta, GA
Strategic Blueprint, LLC
- Regulatory AUM
- $2,535,734,578
- Registered advisors
- 55
- Offices
- 32
- Clients per advisor
- 63.7 (Moderate)
- Average AUM per client
- $723.3K (Low)
- High-net-worth client ratio
- 25.8% (Moderate)
Strategic Blueprint, LLC: advisors, services and reported ETF investments
About
Matthew J Stephens is a CFP® financial advisor at Strategic Blueprint, LLC in Wilmington, NC. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 11 years of reported work history. Reported roles include Osaic Advisory Services, LLC.
SEC disclosures list additional business and community activities: 1: Unit 201 wilmington, nc 28403 position: owner/sole proprietor- advisory dba duties: management, bookkeeping, some property management, etc; 1 hour per month, 0 hours during securities trading hours 2.
Strategic Blueprint, LLC's firm-level Form ADV reports 55 advisors across 32 offices; approximately 63.7 clients per advisor, average assets per client of $723,256, and regulatory AUM of $2.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $1.5B across 420 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew J Stephens personally.
Reported ETF positions
Strategic Blueprint reports 420 ETF positions worth $1.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $63.3M |
| AVUS — Avantis U.S. Equity ETF | $56.5M |
| VTV — Vanguard Morningstar Value ETF | $50.9M |
| IUSB — iShares Core Universal USD Bond ETF | $46.2M |
| GOVT — iShares U.S. Treasury Bond ETF | $34.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Strategic Blueprint's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $27.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $14.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | ACYS — FT Vest Laddered Autocallable Barrier & Resilient Income ETF | $1.4M | Top 99.0% | Replicability (R²) 44.0% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Strategic Blueprint, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
398 Carl Street Unit 201, Wilmington, NC 28403
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 678-954-4130
- Website: strategicblueprint.net
Official record
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