ALINEA ADVISORY SERVICES LLC

Overview

Alinea Advisory Services LLC is an SEC-registered limited liability company (registered in 2021) that provides subscription-fee portfolio management primarily to individual and family clients and small businesses. The firm’s profile and reported asset mix point to an equity-centric approach: exchange-traded equities account for the vast majority of managed assets and the firm lists Separately Managed Account (SMA) structures among its reported asset types. Alinea operates under a subscription fee model rather than traditional percentage-of-assets billing, which aligns with a high-volume, low-average-balance client base. The adviser reports both discretionary and non-discretionary relationships, with a heavier tilt toward discretionary management. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator. Advisory activity is focused on portfolio management for individuals and small businesses rather than institutional or retirement-plan consulting.

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