Firm profile

SECOND LINE CAPITAL, LLC

METAIRIE, LACRD 324386Latest ADV March 31, 2026

Second Line Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 28 employees, 4 offices, and 1,199 accounts.

Assets Under Management
$1.3B
Employees
28
Offices
4 offices
Total Clients
1,196
Primary office
METAIRIE, LA
2800 VETERANS MEMORIAL BLVD., SUITE 220, METAIRIE, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJohn Bordelon
CCOP D. Soliman

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
850
2
HNWI
23.2%
277
3
Pension Plans
5.2%
62
4
Corporations
0.6%
7
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts1,199
10Y AUM Change+$1.3B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee43:1
10Y Employee Change+27 (+2700.0%)

* 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.