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, fee-based registered investment adviser organized as an LLC. The firm serves individual and family clients as well as institutional accounts and charges clients based on a percentage of assets under management. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The firm is SEC-registered (registration recorded in 2026) and is owned by an individual. It does not characterize itself as an active ESG investor and is not registered as a multistate adviser. Blue Line Capital has an industry affiliation with CPO/CTA activity.
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 8
Jacob 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 23Active vs passive
$23.2M in ETFs
69%
$16M
28%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS SMITH CORE PLUS BOND ETF (SMTH) | ALPS | Active | Intermediate Core Plus Bond | $2.8M | 107,187 | 11.92% |
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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