SECOND LINE CAPITAL, LLC
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 324386
- Registered since
- September 19, 2023
- Website
- www.secondlinecapital.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans49.26%
- HNWI36.45%
- Individuals13.86%
- Corporations / Businesses0.39%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Second Line Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of outside advisers. Insurance brokerage is part of its business activities. Its client fee mix includes percentage-of-AUM charges as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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 Funds66%
- Exchange Traded Equities29%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1John Bordelon
Managing Partner and Chief Executive OfficerCRD 6915912
Contacts
3 of 23P SOLIMAN
Managing Partner, PresidentCRD 4607111
Andrea Romero
Private Wealth AdvisorCRD 6399937
Stephen Browne
Private Wealth AdvisorCRD 3243518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$404M in ETFs
42%
$168M
57%
$236M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $57.3M | 1,266,731 | 14.19% |
Location
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 2800 Veterans Memorial Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FPL CAPITAL MANAGEMENT, LLC
RIAMETAIRIE, LA
LONGUEVUE MANAGEMENT COMPANY LLC
RIAMETAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
RIAMETAIRIE, LA
DELTA FINANCIAL ADVISORS, L.L.C.
RIAMETAIRIE, LA
MARITIME PARTNERS, LLC
RIAMETAIRIE, LA
ADG WEALTH MANAGEMENT GROUP, LLC
RIAMETAIRIE, LA