STRAIGHTLINE

Legal name: STRAIGHTLINE GROUP, LLC

CRD 127401File 801-63408

APPROVED

Retail clients

Custody

Filing as of Jul 10, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Employees	10	11	increased by1
Apr 1, 2026	Clients	2,858	2,365	decreased by493
Apr 1, 2026	AUM	$1,106,624,742	$1,170,377,158	increased by$63,752,416
Apr 1, 2026	Accounts	6,731	4,752	decreased by1,979
May 1, 2025 vs Oct 1, 2022	Employees	8	10	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	2,636	2,858	increased by222
May 1, 2025 vs Oct 1, 2022	AUM	$1,179,188,076	$1,106,624,742	decreased by$72,563,334
May 1, 2025 vs Oct 1, 2022	Accounts	5,726	6,731	increased by1,005
Aug 1, 2022	Employees	12	8	decreased by4
Apr 1, 2022	Clients	2,624	2,636	increased by12
Apr 1, 2022	AUM	$1,056,828,297	$1,179,188,076	increased by$122,359,779
Apr 1, 2022	Accounts	5,643	5,726	increased by83
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STRAIGHTLINE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRAIGHTLINE” may also match similarly-named firms). Confirm identity against each filing.

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.