BLUE LINE CAPITAL ADVISORS

Overview

Blue Line Capital Advisors is a small independent registered investment adviser organized as an LLC that serves both individuals/families and institutional clients. The firm’s core offering centers on financial planning and portfolio management for individuals and small businesses, charging clients primarily on a percentage-of-AUM basis with supplemental hourly engagements available. Investment activity tilts heavily toward publicly traded equities — primarily exchange-traded vehicles — and the firm maintains a high degree of discretionary authority over client portfolios. Blue Line is not positioned as a capital allocator or multi-state ESG specialist; instead it focuses on direct portfolio management and planning for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices