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Chicago, IL Office

Team
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Blue Line Capital logo

Blue Line Capital

Team

Firm-wide stats for Blue Line Capital

Total advisors

7

Across 3 offices

Clients per advisor

17 Very Low

Avg AUM per client

$863,884 Typical

HNW client ratio

20% Low

About

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.

Based on Blue Line Capital

Expertise

General retirement planning Retirement income strategy Options & derivatives strategies

Based on Blue Line Capital

Occupation focus

Executive Founder/Business Owner

Based on Blue Line Capital

Location

141 W. Jackson Blvd, Suite 2620

Chicago IL 60604

Advisors at this office

5

Advisors at this office

user avatar

Owen H

Series 65

Chicago, IL

Blue Line Capital

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

General retirement planning Retirement income strategy Options & derivatives strategies Executive Founder/Business Owner
user avatar

Christopher K

Series 65

Chicago, IL

Blue Line Capital

Christopher Khan is a financial advisor with Blue Line Capital in Chicago, IL, holding a Series 65 designation and one year of industry experience. Prior to joining Blue Line Capital in 2025, he worked at ExxonMobil and Craze Marketing and spent several years as a full-time student. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

General retirement planning Retirement income strategy Options & derivatives strategies Executive Founder/Business Owner
user avatar

Daniel W

Series 65

Chicago, IL

Blue Line Capital

Daniel White is a Series 65-credentialed financial advisor with Blue Line Capital in Chicago, IL. He has two years of experience with Blue Line Capital and related entities, and prior to that worked at Myst Capital and Weiss Brothers Trading. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm provides discretionary portfolio management and written financial planning services, combining fundamental, technical, and cyclical analysis with both growth and value strategies, and incorporates options and futures where appropriate.

General retirement planning Retirement income strategy Options & derivatives strategies Executive Founder/Business Owner
user avatar

Jacob S

CFP®, Series 66

Chicago, IL

Blue Line Capital

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

General retirement planning Retirement income strategy Options & derivatives strategies Executive Founder/Business Owner
user avatar

William B

Series 65

Chicago, IL

Blue Line Capital

William Baruch is a Series 65 licensed advisor with Blue Line Capital in Chicago, IL, bringing six years of industry experience. He holds leadership roles as President at Blue Line Futures and Rock Creek Capital Management, alongside his advisory work. Blue Line Capital is a registered investment adviser offering discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

General retirement planning Retirement income strategy Options & derivatives strategies Executive Founder/Business Owner
View complete list of advisors at this office
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