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 registered with the SEC in 2023. The firm acts as a capital allocator and serves a mix of individual/family and institutional clients. Its advisory services span comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. The firm also operates as an insurance broker and charges clients via asset‑based fees as well as hourly and fixed fees. Second Line reports it is not 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
Jaron Miller
Private Client AssociateCRD 5871626
Brentson Bowlin
Private Wealth AdvisorCRD 5125104
Justin Ranger
Private Wealth AdvisorCRD 5229729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$886M in ETFs
39%
$342M
60%
$544M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $59.6M | 1,292,312 | 6.73% |
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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