Gainline Financial Partners, LLC

RIASEC RegisteredEst. 2023

Total AUM

$349M

Discretionary

$329M

94% of AUM

Avg account

$348K

Accounts

1,001

Employees

Advisory reps

Firm details

Headquarters: Louisville, Colorado
CRD number: 326716
Registered since: June 1, 2023
Website: gainlinefp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.38%
Individuals14.41%
Pension & Profit Sharing Plans0.68%
Corporations / Businesses0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gainline Financial Partners, LLC is an independent, SEC‑registered investment adviser that positions itself as a wealth manager for individuals and families. The firm is structured as an LLC with individual ownership and is registered with the SEC (registration year listed as 2023). Its advisory services emphasize financial planning and portfolio management across both retail clients and small-business or institutional relationships; the firm also provides pension consulting and the selection of other advisers when appropriate. Beyond advisory work, Gainline maintains broker-dealer and insurance broker activities, and it bills clients using a mix of assets‑under‑management fees and fixed fees. The firm describes itself as a capital allocator, sourcing third‑party managers and alternative offerings on behalf of clients. ESG investing is not a stated focus, and the adviser is not presented as a multi‑state or related adviser.