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 operates as an independent, SEC-registered investment adviser and limited liability company that serves both individual/family and institutional clients. The firm identifies as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals and businesses, manager selection, and educational workshops. It also operates an insurance brokerage function alongside its advisory practice. Straightline does not position itself as an ESG-focused investor. The firm has received third-party recognition in recent years, appearing on lists from FA Magazine (Top RIA Firms, 2020) and CNBC (Top 100 Financial Advisory Firms, 2021 and 2022). Its platform blends direct portfolio management with the selection of outside managers and third-party products, which supports a mix of in-house and delegated solutions for clients.