BLUELINE ADVISORS

RIASEC RegisteredEst. 2015

Total AUM

$247M

Discretionary

$139M

56% of AUM

Avg account

$485K

Accounts

510

Employees

3

Advisory reps

3

Firm details

Headquarters: EXETER, New Hampshire
CRD number: 164642
Registered since: April 20, 2015
Website: www.blueline-advisors.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.09%
Other Investment Advisers23%
Individuals11.13%
Charitable Organizations0.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueline Advisors is an independent, SEC-registered RIA organized as an LLC and operating since 2015. The firm is owner-operated and positions itself as a capital allocator for individuals and families, offering fee arrangements by percentage of AUM and fixed fees. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds79%
Exchange Traded Equities12%
Cash & Cash Equivalents4%
State & Local Bonds2%
Private Funds2%

Owners & executives

1 of 1

FRANK SABIN
Chief Investment OfficerCRD 4442860

Contacts

2 of 2

LEONARD TURCOTTE
Advisor RepresentativeCRD 6169613
ERIC GIACOBBA
Client RelationsCRD 5710630

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 182

Active vs passive

$146M in ETFs

Passive

81%

$119M

Active

15%

$27.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD VALUE INDEX FUND (VTV)	Vanguard	Passive	Large Value	$18.1M	92,339	12.39%

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Primary office

EXETER, NH

ROCKINGHAM

Location

EXETER, NH

Headquartered in EXETER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: ROCKINGHAM
Address: 99 Water St
Time zone: ET (UTC-5)
Office locations

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