LOUISVILLE, KYCRD 164485Latest ADV February 27, 2026
Centerline Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated February 27, 2026, reports $326M in regulatory assets under management, 8 employees, and 819 accounts.
Assets Under Management
$326M
Employees
8
Offices
--
Total Clients
268
Primary office
LOUISVILLE, KY
10200 FOREST GREEN BLVD., SUITE 306, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
162
2
HNWI
36.2%
97
3
Corporations
2.6%
7
4
Pension Plans
0.4%
1
5
LABOR UNION
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of February 27, 2026
Discretionary99.8%
$325M
100% of total RAUM99.8%
Non-discretionary0.2%
$729K
0% of total RAUM0.2%
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$326M
Total Accounts819
10Y AUM Change+$201M (+161.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+4 (+100.0%)
* 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.