Straightline

RIASEC RegisteredEst. 2004

Total AUM

$1.2B

Discretionary

$1.1B

97% of AUM

Avg account

$246K

Accounts

4,752

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 127401
Registered since: August 11, 2004
Website: www.straightline.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals55.07%
HNWI44.65%
Charitable Organizations0.19%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Straightline is an independent, SEC-registered RIA organized as an LLC and operating since 2004. The firm is owned by an individual and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and client education through seminars and workshops. Straightline also conducts insurance brokerage activities and uses a mix of fee structures, including percentage of AUM and fixed fees. The firm is not identified as an active ESG investor. Publicly noted recognitions include placement on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms lists in 2021 and 2022.