Phase Line Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,934,000
Clients
141
Advisors
3
of 3 employees
About
Phase Line Capital, LLC provides discretionary portfolio management and standalone financial planning to individuals (including high-net-worth individuals), trusts, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm serves about 141 clients through a three-advisor team and manages roughly $52 million in client assets.
Investment advice is tailored to each client's objectives and delivered primarily through discretionary accounts, with non-discretionary services available on a limited basis; the firm may also hire sub‑advisers and use third‑party model portfolios to implement client strategies. Its methods include technical and fundamental analysis, modern portfolio theory, long- and short-term trading approaches, and active cash management, with periodic account reviews and attention to tax considerations.
What is distinctive is the firm’s explicit use of derivatives — including options and option‑writing strategies — as part of separately managed accounts, and its willingness to employ margin, structured products, alternative investments, and other complex instruments when appropriate. Advisors are also registered representatives of an affiliated broker‑dealer and licensed insurance agents, a business structure that the brochure discloses can affect how certain products are recommended.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $2,500 to $10,000, negotiable based on complexity and scope.
$0+: 0.30% +: 1.25%
Commissions on securities and insurance products through Purshe Kaplan Sterling Investments; clients not charged advisory fees on structured products with commissions paid; commissions earned on variable annuities and insurance products.
Main office
4401 Northside Pkwy, NW, Suite 285
Atlanta GA 30327
Advisors at this office
3
Most active in
Georgia · North Carolina
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
Advisors at this firm
Eric R
Series 66
Atlanta, GA
Phase Line Capital, LLC
Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.
Bryson S
Series 66
Atlanta, GA
Phase Line Capital, LLC
Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.
Michael R
Series 66
Atlanta, GA
Phase Line Capital, LLC
Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.
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