STRAIGHTLINE

Legal name: STRAIGHTLINE GROUP, LLC

CRD 127401File 801-63408

APPROVED

Retail clients

Custody

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.17B

Above cohort median (national)

Discretionary AUM

$1.13B

Non-discretionary $36.3M

Clients

2,365

4,752 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 11, 2004
Principal office: 165 KIRTS BLVD., STE 100, TROY, MI, 48084-5200
Phone: 248-269-8366
Website: HTTP://WWW.STRAIGHTLINE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.17B
Discretionary AUM: $1.13B
Non-discretionary AUM: $36.3M
Discretionary accounts: 4,304
Non-discretionary accounts: 448
Total accounts: 4,752
AUM per client: $495K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$961K
Charitable organizations	3	$2.3M
High net worth individuals	265	$522.6M
Individuals (other than high net worth individuals)	2,093	$644.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — INSURANCE COMMISSIONS
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.