Cline Financial Concepts, LLC

RIAState Registered

Total AUM

$86.8M

Discretionary

$82.1M

95% of AUM

Avg account

$337K

Accounts

258

Employees

Advisory reps

Firm details

Headquarters: Champaign, Illinois
CRD number: 135679
Website: www.cline-financial.com
Custodians: SEI INVESTMENTS, CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.31%
Individuals22.46%
Charitable Organizations22.23%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cline Financial Concepts, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing approach is flexible, including percentage‑of‑AUM fees as well as hourly and fixed‑fee engagements. The adviser identifies itself as a capital allocator and is not positioned as an ESG investor. It is not a multistate or newly formed adviser, and it does not list pension consulting or related‑adviser activities on its filings.