Straight Line Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Straight Line Investment Group, LLC is an independent, single-adviser registered investment adviser that provides discretionary portfolio management to individuals and high‑net‑worth individuals. The firm manages approximately $56.8 million across roughly 106 client accounts and charges asset‑based advisory fees.
The firm implements proprietary investment model(s) and uses fundamental, technical, and cyclical analysis as the basis for portfolio construction and ongoing monitoring, primarily employing a long‑term trading approach while reserving the right to use short‑term trades and short sales. It exercises discretionary authority over client accounts, conducts periodic (at least quarterly) reviews, and provides custodial services through a specified custodian.
A distinctive feature in the firm’s regulatory history is a 2018 Agreement and Order with the Idaho Department of Finance stemming from a failure to disclose that an owner had been barred by FINRA; the firm paid a monetary penalty and amended its Form ADV. The firm also manages all assets in‑house without selecting third‑party advisers, requires clients to use a designated custodian, and discloses potential use of higher‑risk instruments (e.g., short sales, hedge funds, private placements), which may be less common among peers of similar size.
Client services
Expertise
Fee options
Less than $1,000,000 - $999,999: 2.00% $1,000,000+: 1.50%
Main office
1075 S Utah Avenue #351
Idaho Falls ID 83402
Advisors at this office
1
Most active in
Idaho · Nevada · Texas
Also doing business as
Straight Line Investment Group · Straight Line Investment Group, LLC
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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