Gainline Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, CO. Its latest Form ADV filing, dated March 30, 2026, reports $349M in regulatory assets under management, 6 employees, and 1,001 accounts.
Assets Under Management
$349M
Employees
6
Offices
--
Total Clients
998
Primary office
LOUISVILLE, CO
917 FRONT STREET, SUITE 160, LOUISVILLE, CO, United States
Top client segmentHNWI represent 58.2% of total clients.
Top client categories% of clientsClients
1
HNWI
58.2%
581
2
Individuals
41.8%
417
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of March 30, 2026
Discretionary94.2%
$329M
94% of total RAUM94.2%
Non-discretionary5.8%
$20M
6% of total RAUM5.8%
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$349M
Total Accounts1,001
10Y AUM Change+$349M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee166:1
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.