Phase Line Financial

Overview

Phase Line Financial is a small independent registered investment adviser operating as an LLC and owned by an individual. The firm serves individual and family clients with financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party advisers. Its operating model combines discretionary portfolio management with fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Investment activity is equity‑centric: the firm allocates the bulk of client capital to exchange‑traded equities and manages portfolios using separately managed account structures. Phase Line Financial acts as a capital allocator when it engages outside managers or strategies on behalf of clients, suggesting a hands‑on approach to manager selection and portfolio construction rather than reliance on off‑the‑shelf model portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices