Frontline Capital, LLC

RIASEC Registered
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$1M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
277059
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Frontline Capital, LLC is a small, owner-operated investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management rather than institutional consulting or multi-manager capital allocation. It is not positioned as an ESG investor, and its regulatory footprint is limited (the firm identifies as a single-state adviser). Advisory activity centers on direct portfolio management for private clients. Owner control and the firm’s modest scale suggest a hands-on, relationship-driven model rather than a product-distribution platform or large multi-office network.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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: State & Local Bonds 50%, Exchange Traded Equities 30%, US Government Bonds 10%, Cash & Cash Equivalents 10%50%
  • State & Local Bonds50%
  • Exchange Traded Equities30%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Ronald Schwartz

    Ronald Schwartz

    Registered Investment AdvisorCRD 1053497

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth