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SECOND LINE CAPITAL, LLC
CRD 324386 · SEC 801-127790
2800 VETERANS MEMORIAL BLVD., SUITE 220, METAIRIE, LA, 70002, United States
Phone
504-321-0923
Fax
504-321-0941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.32B
Team
28 total employees; 24 advisory reps; 55 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 850 | $183.5M |
| High net worth individuals | 277 | $482.6M |
| Pension/profit sharing plans | 62 | $652.2M |
| Corporations/business entities | 7 | $5.2M |
States served
AL, CA, GA, LA, MI, MS, OK, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD