Mainline Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wynnewood, PA. Its latest Form ADV filing, dated April 28, 2026, reports $110M in regulatory assets under management, 4 employees, and 15 accounts.
Assets Under Management
$110M
Employees
4
Offices
--
Total Clients
16
Primary office
WYNNEWOOD, PA
308 E. LANCASTER AVENUE, SUITE 300, WYNNEWOOD, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 56.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
56.3%
9
2
HNWI
43.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 28, 2026
Discretionary76.8%
$84M
77% of total RAUM76.8%
Non-discretionary23.2%
$25M
23% of total RAUM23.2%
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.
Total AUM$110M
Total Accounts15
10Y AUM Change$-97M (-46.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change-3 (-42.9%)
* 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.