BLAINE CAPITAL, LLC

RIASEC Registered
Total AUM
$16.8M
Discretionary
$16.8M
100% of AUM
Avg account
$1.1M
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
282864
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI59%
  • Individuals41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Blaine Capital, LLC is a small, owner-operated investment adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs equity-centered portfolios, routing most client capital into exchange-traded equities and ETFs, and charges clients a percentage-of-AUM fee. Blaine Capital does not position itself as an ESG investor and is not structured as a multi-state adviser; its client base is narrow and concentrated, which supports a hands-on, personalized management approach rather than large-scale institutional product distribution. The firm’s advisory activity is limited to portfolio management rather than pension consulting or large capital-allocation services. Given the firm’s size and the SMA-style asset footprint, portfolio construction emphasizes liquid, exchange-traded instruments that permit customization across a small number of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • WILLIAM SMITH

    PrincipalCRD 2111154

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
48 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth