Member · Blueprint Investment Partners LLC
Rory R. Collins
CRD 5417114 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Blueprint Investment Partners LLC, an SEC-registered asset manager based in Greensboro, NC with $1.8 billion in regulatory assets, lists Rory R. Collins on its Form ADV as Member, a control person. The SEC filings also name Rory at 3 other registered advisers.
Firms and roles
- Blueprint Investment Partners LLCMemberAsset manager · Greensboro, NC · $1.8B in regulatory assets
- Blueprint Financial AdvisorsMemberWealth manager · Charlotte, NC · $1.4B in regulatory assets
- Miai, Inc.MemberWealth manager · Dallas, TX · $213M in regulatory assets
- Blueprint Fund ManagementMemberAsset manager · Greensboro, NC · $340M in regulatory assets
AtlasMembers
Rory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Jonathan D. RobinsonCEO and Managing Member, Blueprint Investment Partners LLC
- Brandon S. LangleyStrategic Advisor / Co-Founder, and Managing Member, Blueprint Investment Partners LLC
- Ralph T. MayesPartner, Blueprint Investment Partners LLC
- Mike CarloneMember, Blueprint Investment Partners LLC
- Laurie M. MooreCCO, Blueprint Investment Partners LLC
7 more people named with Rory on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.