Phase Line Capital, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 315116
- Registered since
- July 9, 2021
- Website
- www.phaselinecapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.12%
- Individuals32.47%
- Charitable Organizations8.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Phase Line Capital, LLC is an independently owned wealth advisory firm organized as an LLC that serves individual, family and select institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager-selection services, and it acts as a capital allocator—placing client capital with external managers when appropriate. Compensation comes through a mix of asset-based fees and fixed fees. Phase Line is state-registered in Georgia and North Carolina and operates with an owner-type listed as an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents22%
- Exchange Traded Equities16%
- State & Local Bonds2%
Contacts
3 of 3
Eric Ruthman
Managing Partner, Financial AdvisorCRD 6281076
Michael Rudio
Financial AdvisorCRD 6322313
Bryson Sisson
Client Services AdministratorCRD 8111361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 4401 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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