JOHN LINE, CPA, INC.

Overview

John Line, Cpa, Inc. is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients with a mix of financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm runs a fee schedule that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it reports no active ESG investing program. Investment activity is heavily equity-focused: the firm favors liquid, exchange-traded instruments as the core of client portfolios and structures portfolios primarily on a discretionary basis. The firm does not present itself as a capital allocator to third‑party alternative fund managers and leans toward straightforward public-market exposures supplemented by pooled mutual fund positions where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices