Second Line Capital, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$1.1M
Accounts
1,199
Employees
28
Advisory reps
24

Firm details

Headquarters
Metairie, Louisiana
CRD number
324386
Registered since
September 19, 2023
Website
www.secondlinecapital.com
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans49.26%
  • HNWI36.45%
  • Individuals13.86%
  • Corporations / Businesses0.39%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Second Line Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individuals/families and institutional clients, combining financial planning, discretionary portfolio management, and the selection of outside advisers. It also operates as a capital allocator, directing client capital to third-party alternative fund managers, and maintains insurance brokerage capabilities alongside its advisory work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 29%, Cash & Cash Equivalents 5%, State & Local Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • John Bordelon

    John Bordelon

    Managing Partner and Chief Executive OfficerCRD 6915912

Contacts

3 of 23
  • P Soliman

    P Soliman

    Managing Partner, PresidentCRD 4607111

  • Andrea Romero

    Andrea Romero

    Private Wealth AdvisorCRD 6399937

  • Stephen Browne

    Stephen Browne

    Private Wealth AdvisorCRD 3243518

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$456M in ETFs

Passive

38%

$171M

Active

61%

$285M

ETFProviderStyleCategoryValueShares% of portfolio
APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) Aptus Capital AdvisorsActiveOptions Trading$59.6M1,292,31213.07%
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Location

Primary office

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
2800 Veterans Memorial Blvd
Time zone
CT (UTC-6)
Office locations

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