A complete list of active advisors currently associated with Straight Line Investment Group, LLC

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

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.

To learn more about the advisors currently working at Straight Line Investment Group, 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.