Hartline Investment Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Winnetka, IL. Its latest Form ADV filing, dated March 30, 2026, reports $935M in regulatory assets under management, 6 employees, and 455 accounts.
Assets Under Management
$935M
Employees
6
Offices
--
Total Clients
266
Primary office
WINNETKA, IL
460 WINNETKA AVENUE, SUITE 5, WINNETKA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
158
2
HNWI
33.8%
90
3
Charitable
6.4%
17
4
Pension Plans
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$935Mas of March 30, 2026
Discretionary71.6%
$669M
72% of total RAUM71.6%
Non-discretionary28.4%
$266M
28% of total RAUM28.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$935M
Total Accounts455
10Y AUM Change+$583M (+165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.