Straightline is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 17, 2026, reports $1.2B in regulatory assets under management, 11 employee, 3 offices, and 4,752 accounts.
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
2,093
2
HNWI
11.2%
265
3
Corporations
0.2%
4
4
Charitable
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 17, 2026
Discretionary96.9%
$1.1B
97% of total RAUM96.9%
Non-discretionary3.1%
$36M
3% of total RAUM3.1%
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$1.2B
Total Accounts4,752
10Y AUM Change+$325M (+38.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee215:1
10Y Employee Change-3 (-21.4%)
* 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.