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 and limited liability company that began SEC registration in 2023. The firm serves both individual/family and institutional clients, acting as a capital allocator and offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. It also operates as an insurance broker. Fee arrangements reported include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not position itself 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 1
John Bordelon
Managing Partner and Chief Executive OfficerCRD 6915912
Contacts
3 of 23
P 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
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