Metairie, LA Veterans Memorial Blvd. logo

Metairie, LA Veterans Memorial Blvd. Office

Team
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Second Line Capital, LLC logo

Second Line Capital, LLC

Team

Firm-wide stats for Second Line Capital, LLC

Total advisors

24

Across 3 offices

Clients per advisor

47 Typical

Avg AUM per client

$591,089 Low

HNW client ratio

25% Low

About

Second Line Capital serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm provides discretionary and non‑discretionary portfolio management, directs allocations among mutual funds, ETFs, individual securities and Independent Managers, and advises on held‑away products such as variable insurance and retirement plan assets.

Advisers tailor client solutions through direct IAR recommendations, firm‑managed model portfolios, and third‑party managers, and make use of multiple sponsored advisory platforms (including LPL programs and an algorithm‑based Guided Wealth offering via a third party). Accounts are monitored on an ongoing basis with at least annual reviews, and the firm’s supervised persons may implement recommendations through both advisory arrangements and commissionable brokerage or insurance channels.

What is distinctive for a firm of this size is that Second Line operates from five or more offices, sponsors its own wrap‑fee program (SWM II), and has supervised persons who are licensed insurance agents and dually registered with a broker‑dealer—arrangements the brochure discloses can give rise to conflicts of interest. The firm’s ownership structure (wholly owned by First Line Capital LLC, which also owns another advisory brand), its rapid asset growth since launching in 2023 to over $1.3 billion, and custodial relationships with LPL, Charles Schwab and Raymond James are also highlighted as material business features in its disclosure.

Based on Second Line Capital, LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Based on Second Line Capital, LLC

Occupation focus

Founder/Business Owner Executive

Based on Second Line Capital, LLC

Location

2800 Veterans Memorial Blvd., Suite 220

Metairie LA 70002

Advisors at this office

22

Advisors at this office

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Stephen B

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Stephen Browne is a financial advisor with Second Line Capital, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and JPMorgan Chase Bank. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, delivering services through multiple platforms and custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Justin A

Series 66

Metairie, LA

Second Line Capital, LLC

Justin Archote is a financial advisor at Second Line Capital, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial LLC. Outside of his advisory role, he is engaged in operating his independent investment advisory business through Second Line Capital. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management and utilizes multiple advisory platforms while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Bryan M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Bryan Musso is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Advisor Resource Council, Wells Fargo Clearing Services, and Wells Fargo Advisors. He is also the proprietor of Musso Retirement Advisors, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing services on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Andrea R

Series 66

Metairie, LA

Second Line Capital, LLC

Andrea Romero is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones and LPL Financial LLC. Andrea is also a licensed term life insurance agent. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, managing assets on both discretionary and non-discretionary bases across various platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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P S

Series 66

Metairie, LA

Second Line Capital, LLC

P Soliman is a financial advisor at Second Line Capital, LLC with 21 years of industry experience and holds the Series 66 designation. He has previously worked with Advisor Resource Council, Level Four Advisory Services, and Faubourg Private Wealth. Outside of his advisory roles, he is a business owner and social media influencer for Kraken House Nola and a partner in a medical spa. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and selected independent managers, implementing strategies through multiple platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jaron M

Series 66

Metairie, LA

Second Line Capital, LLC

Jaron Miller is a financial advisor at Second Line Capital, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Advisor Resource Council and LPL Financial LLC. Miller has been associated with Faubourg Private Wealth since 2015. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investment strategies to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Matthew S

Series 65

Metairie, LA

Second Line Capital, LLC

Matthew St. Martin is a financial advisor at Second Line Capital, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Faubourg Private Wealth, Pelican Ice & Storage Inc, PJ's Coffee of New Orleans, and Brother Martin High School. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers tailored to clients’ objectives and risk tolerance, implementing strategies across multiple program platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Daniel A

CFP®, Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Daniel Abraham is a CFP® with 20 years of experience in the financial services industry. He is currently with Second Line Capital, LLC and has previously worked at LPL Financial, Advisor Resource Council, and Valic Financial Advisors. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing both discretionary and non-discretionary investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John B

Series 66

Metairie, LA

Second Line Capital, LLC

John Bordelon is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Edward Jones. Outside of his advisory work, he has involvement with a consultancy business unrelated to investments. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm utilizes a combination of proprietary model portfolios and independent managers to tailor investment strategies based on clients’ objectives, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paige S

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Paige St. Martin is a CFP® with 12 years of industry experience, currently affiliated with Second Line Capital, LLC. Her prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Faubourg Private Wealth. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting, offering customized investment strategies through a combination of proprietary models and independent managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Bryant M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Bryant Magee is a financial advisor at Second Line Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Hancock/Whitney Bank. Outside of his advisory role, he is the owner of two residential rental property businesses. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Alden H

Series 63

Metairie, LA

Second Line Capital, LLC

Alden Hagardorn is a financial advisor with Second Line Capital, LLC, holding a Series 63 designation and bringing 29 years of industry experience. His career includes roles at LPL Financial, Ameriprise, Edward Jones, and Advisor Resource Council. Outside of advising, he works as a sports radio statistician covering NFL, NBA, and NCAA teams in the New Orleans area and serves as president of the nonprofit Friends of St. Henry. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management through direct recommendations, model portfolios, and third-party managers, with custodial relationships including LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Robert B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

Robert Brown is a financial advisor with Second Line Capital, LLC in Gretna, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, implementing these through multiple program platforms and custodial relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Dakota T

Series 65, Series 63

Metairie, LA

Second Line Capital, LLC

Dakota Taylor is a financial advisor at Second Line Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cambridge Investment Research, Wealthcare Services, and Northwestern Mutual. Prior to his financial services career, Taylor worked in roles outside the industry in heating and cooling services as well as the restaurant sector. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment and wealth management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and uses a variety of advisory platforms, including firm-managed and third-party solutions, while maintaining relationships with major custodians such as LPL, Charles Schwab, and Raymond James.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Christopher W

Series 65

Metairie, LA

Second Line Capital, LLC

Christopher Wanko is a Series 65-licensed financial advisor at Second Line Capital, LLC with previous experience at Conoco and Gaslight Pro. He has been with Second Line Capital since 2025. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm employs a mix of proprietary model portfolios and independent managers, offering investment management on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
View complete list of advisors at this office
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