Miramar Beach, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Blue Line Capital
Team
Firm-wide stats for Blue Line Capital
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
Based on Blue Line Capital
Location
Miramar Beach FL
Advisors at this office
1
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