Blue Line Capital Advisors

RIASEC Registered
Total AUM
$46.2M
Discretionary
$44.9M
97% of AUM
Avg account
$525K
Accounts
88
Employees
1
Advisory reps
1

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
297188
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI76.74%
  • Individuals17.62%
  • Pension & Profit Sharing Plans5.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Blue Line Capital Advisors is an independent, individually owned RIA that provides financial planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly advisory work. It focuses on traditional wealth-management relationships rather than operating as a capital allocator or multi-state advisor, and it does not market itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, US Government Bonds 9%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 3%84%
  • Exchange Traded Equities84%
  • US Government Bonds9%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Joseph Littky

    Joseph Littky

    PresidentCRD 2597427

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
8039 Hobbes Way
Time zone
ET (UTC-5)
Office locations

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