Liniam Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,000,000
Clients
38
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$552,632
About
Liniam Capital provides investment management and related financial consulting to both individual investors and institutional clients, including trusts, qualified retirement plans, public funds and Taft‑Hartley accounts. In addition to portfolio management, the firm offers advice on tax and estate planning, business sale structures, insurance analysis, cash‑flow and retirement plan design.
The firm works with clients to establish written investment policy statements and typically constructs portfolios from ETFs and individual equity and fixed‑income securities, sometimes using model portfolios to implement those policies; accounts may be managed on either a discretionary or non‑discretionary basis with regular reviews. Liniam supplements core allocations with option strategies—primarily covered calls and fully‑collateralized puts—applying a multi‑factor technical process intended to generate income and manage portfolio beta.
Noteworthy for a small independent adviser, Liniam has an affiliated accounting firm relationship and an actively practicing CPA involved in client services, which allows the firm to integrate tax and accounting work with investment advice. The firm’s client mix includes institutional mandates despite its limited operational size, and it does not accept proxy‑voting authority, leaving voting decisions to clients.
Client services
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Business sale tax planning
Trust structures (GRAT, IDGT, revocable)
Fee options
$0 - $5,000,000: 0.50% $5,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $50,000,000: 0.30% $50,000,000.01+: To Be Negotiated
Account minimum: $250,000
Main office location
Liniam Capital, LLC
St. Anthony MN, United States
Number of offices
2
Most active in
Liniam Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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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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