MAIN LINE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$346K
Accounts
52
Employees
1
Advisory reps
1

Firm details

Headquarters
EAST AURORA, New York
CRD number
130960
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Main Line Capital Management LLC is an independent, individual‑owned registered investment adviser that focuses on fee‑based portfolio management for individuals and small businesses. The firm runs a concentrated, equity‑oriented playbook: a large share of client assets is held in exchange‑traded equities, with portfolio construction framed around market exposures delivered primarily through exchange‑traded vehicles and selective individual stock positions. Main Line functions as a capital allocator—tilting client allocations toward public equity markets while using third‑party managers for alternative exposure. The firm does not position itself as an ESG investor and operates from a single office, servicing a modest client base directly rather than through a broad multistate footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 80%, State & Local Bonds 15%, US Government Bonds 5%80%
  • Exchange Traded Equities80%
  • State & Local Bonds15%
  • US Government Bonds5%

Owners & executives

1 of 1
  • KEVIN MCKENNA

    President, CIOCRD 1187640

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

EAST AURORA, NY

ERIE

Location

EAST AURORA, NY

Headquartered in EAST AURORA, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
174 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth