A complete list of active advisors currently associated with New Line Capital, LLC

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

New Line Capital, LLC provides investment advisory and portfolio management primarily to individuals, their trusts and estates, and charitable organizations, and also advises businesses and pension and profit‑sharing plans, including 401(k) plans. As of December 31, 2025 the firm reported approximately $31.6 million in assets under management for a small client base and operates with three advisory professionals. The firm manages both discretionary and non‑discretionary accounts and customizes advice to each client’s stated objectives, using a mix of fundamental, technical (charting), and cyclical analysis and implementing long‑ and short‑term positions, options, margin transactions and short sales where appropriate. Account reviews are performed at least monthly (more frequently as warranted), and the firm may use block trading and third‑party research (soft‑dollar) arrangements while permitting clients to impose investment restrictions. Compared with peers, New Line Capital discloses both a prior SEC enforcement matter related to registration and books‑and‑records (with a civil monetary penalty) and the firm’s retained ability to enter performance‑based fee arrangements for qualifying clients, though it currently does not assess such fees. The firm also notes that an associated adviser maintains insurance licenses in certain states but is not actively selling insurance products.

To learn more about the advisors currently working at New Line Capital, LLC, 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.