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HARTLINE INVESTMENT CORPORATION
Legal name: HARTLINE INVESTMENT CORP.
CRD 106923File 801-36627
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$935.5M
Above cohort median (national)
Discretionary AUM
$669.3M
Non-discretionary $266.1M
Clients
266
455 accounts
Employees
6
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 18, 1990
- Principal office
- 460 WINNETKA AVENUE, SUITE 5, WINNETKA, IL, 60093
- Phone
- 312-726-5703
- Website
- HTTPS://WWW.HARTLINEINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $935.5M
- Discretionary AUM
- $669.3M
- Non-discretionary AUM
- $266.1M
- Discretionary accounts
- 414
- Non-discretionary accounts
- 41
- Total accounts
- 455
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 17 | $225.7M |
| High net worth individuals | 90 | $671.9M |
| Pension and profit sharing plans | 1 | $2.6M |
| Individuals (other than high net worth individuals) | 158 | $35.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.