A complete list of active advisors currently associated with Blue Line Capital

Warmer can help you find a great advisor at Blue Line Capital or one who fits your needs even better.

Blue Line Capital is a team-based registered investment adviser with seven advisors managing about $131.9 million for roughly 121 clients. The firm provides discretionary portfolio management and written financial planning services that cover investment planning, retirement, tax planning, portfolio review and asset allocation; financial planning is provided to asset-management clients without an additional charge. The firm’s investment process blends fundamental, technical and cyclical analysis and supports long- and short-term, growth and value-oriented approaches, along with tactical and strategic asset allocation; it also implements options and futures strategies where appropriate. Advisory services are tailored to individual circumstances, with clients able to impose reasonable account restrictions and the firm conducting regular reviews of accounts and objectives. What is distinctive about the firm is its affiliation with commodity trading businesses: the firm’s managing member operates a related futures company and a registered commodity trading adviser, and those outside activities are disclosed and periodically reviewed for potential conflicts. The brochure states clients are under no obligation to use affiliated commodity services, and the firm has documented conflict-mitigation procedures and recently transitioned to SEC registration.

To learn more about the advisors currently working at Blue Line Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Blue Line Capital's office locations.