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HI-LINE CAPITAL MANAGEMENT, LLC

CRD 149522File 801-87167
APPROVED
Retail clients
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$756.6M
Above cohort median (national)
Discretionary AUM
$726.3M
Non-discretionary $30.3M
Clients
128
225 accounts
Employees
5
Top 25% of cohort in SD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Apr 6, 2015
Principal office
1200 33RD STREET SE, SUITE #309, WATERTOWN, SD, 57201
Phone
605-878-0897

Assets & accounts

ADV Item 5F
Total regulatory AUM
$756.6M
Discretionary AUM
$726.3M
Non-discretionary AUM
$30.3M
Discretionary accounts
219
Non-discretionary accounts
6
Total accounts
225
AUM per client
$5.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.8M
Charitable organizations11$685.1M
Other investment advisersFewer than 5$22.5M
High net worth individuals33$41.1M
Individuals (other than high net worth individuals)84$6.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • 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
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients152128decreased by24
Mar 1, 2026AUM$657,780,902$756,593,567increased by$98,812,665
Mar 1, 2026Accounts217225increased by8
May 1, 2025
vs Oct 1, 2022
CustodyYesNo
May 1, 2025
vs Oct 1, 2022
Clients100152increased by52
May 1, 2025
vs Oct 1, 2022
AUM$491,198,498$657,780,902increased by$166,582,404
May 1, 2025
vs Oct 1, 2022
Accounts211217increased by6
Apr 1, 2022Employees45increased by1
Apr 1, 2022Clients83100increased by17
Apr 1, 2022AUM$332,290,934$491,198,498increased by$158,907,564
Apr 1, 2022Accounts187211increased by24
Apr 1, 2021Registration—APPROVED

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

See plans that list “HI-LINE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HI-LINE CAPITAL” 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.