Layline Asset Management Inc

Overview

Layline Asset Management Inc is a small, independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individual and family clients. The firm’s stated preference is equities, with a clear tilt toward exchange-traded instruments. Its business mix includes portfolio management for individuals and small businesses, financial planning, and the publication of periodicals or newsletters, which suggests a mix of client-facing advisory work and regular market commentary or educational communications. The firm operates under a percentage-of-AUM fee model and manages all reported assets on a discretionary basis. It is not positioned as an ESG-driven advisor, multi-state adviser, or pension consultant, and it does not self-identify as a capital allocator. The owner structure is individual ownership and the adviser is classified as an independent RIA, which fits a boutique, hands-on approach to client relationships and portfolio decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices