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MAINLINE INVESTMENT ADVISERS, LLC
CRD 159045File 801-72761
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.9M
Bottom 25% of cohort (national)
Discretionary AUM
$84.4M
Non-discretionary $25.5M
Clients
16
15 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 5, 2011
- Principal office
- 308 E. LANCASTER AVENUE, SUITE 300, WYNNEWOOD, PA, 19096-2145
- Phone
- 610-896-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.9M
- Discretionary AUM
- $84.4M
- Non-discretionary AUM
- $25.5M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 9
- Total accounts
- 15
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $2.0M |
| Pooled investment vehicles | 9 | $107.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.