Frontline Capital, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
Clients
20
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Clients per advisor
20
TypicalAverage account size
$1,000,000
About
Frontline Capital is an independent, single-advisor registered investment adviser that provides discretionary portfolio management primarily for individual clients. Services include initial financial interviews and account reviews, ongoing monitoring and rebalancing, money-movement and cash-flow oversight, and quarterly reporting through a third‑party custodian.
The firm’s investment approach is centered on asset-allocation strategies tailored to each client’s goals, risk tolerance and time horizon, with accounts managed on a discretionary basis and subject to periodic reviews. Clients can impose reasonable investment restrictions, and the advisor describes trading practices intended to mitigate conflicts (for example, a “last in/last out” execution policy and no use of soft-dollar arrangements).
Compared with many peers, Frontline operates with a very small client base overseen by a sole, long‑tenured advisor, which results in more concentrated, individualized relationships and hands‑on administration. The firm discloses a lack of outside business affiliations or third‑party portfolio managers, does not accept performance‑based fees, does not aggregate trades among client accounts, and generally leaves proxy voting to clients — features that may be noteworthy for investors evaluating conflict management and service model.
Client services
Fee options
0.65 basis points annually (0.0065%) billed monthly
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,250.00
Main office location
Frontline Capital, LLC.
Los Angeles CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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