BLUE LINE CAPITAL
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 304024
- Registered since
- February 19, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.68%
- Individuals19.56%
- Corporations / Businesses18.79%
- Pension & Profit Sharing Plans1.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Blue Line Capital is an independent registered investment adviser organized as a limited liability company. The firm reports SEC registration in 2026 and is owned by an individual. It serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. The firm’s advisory services emphasize financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Blue Line Capital indicates it is not an active ESG investor and is not listed as a multi-state adviser in the source data. The firm also notes an industry affiliation as a CPO or CTA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 8JACOB SHAMBLOTT
Vice PresidentCRD 6783412
Daniel White
AnalystCRD 8236471
Jason Cohrs
Investment Advisor RepresentativeCRD 8001386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$18M in ETFs
70%
$12.6M
24%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS SMITH CORE PLUS BOND ETF (SMTH) | ALPS | Active | Intermediate Core Plus Bond | $2.2M | 87,352 | 12.52% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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