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LAYLINE ADVISORS
Legal name: LAYLINE ADVISORS, LLC
CRD 285136File 801-114790
APPROVED
Retail clients
Filing as of Jan 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$131.3M
Bottom 25% of cohort (national)
Discretionary AUM
$112.2M
Non-discretionary $19.1M
Clients
121
418 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 8, 2019
- Principal office
- 19 PRINCE ST., 3RD FLOOR, ROCHESTER, NY, 14607
- Phone
- (585)210-8222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.3M
- Discretionary AUM
- $112.2M
- Non-discretionary AUM
- $19.1M
- Discretionary accounts
- 403
- Non-discretionary accounts
- 15
- Total accounts
- 418
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | Not reported |
| High net worth individuals | 48 | $96.2M |
| Pension and profit sharing plans | 6 | $13.4M |
| Individuals (other than high net worth individuals) | 66 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 2 | 4 | increased by2 |
| Feb 1, 2026 | Clients | 114 | 121 | increased by7 |
| Feb 1, 2026 | AUM | $106,535,272 | $131,311,586 | increased by$24,776,314 |
| Feb 1, 2026 | Accounts | 379 | 418 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 88 | 114 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $64,400,000 | $106,535,272 | increased by$42,135,272 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 259 | 379 | increased by120 |
| Mar 1, 2022 | Clients | 68 | 88 | increased by20 |
| Mar 1, 2022 | AUM | $44,127,000 | $64,400,000 | increased by$20,273,000 |
| Mar 1, 2022 | Accounts | 208 | 259 | increased by51 |
| Jul 1, 2021 | Employees | 1 | 2 | increased by1 |
| 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 “LAYLINE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAYLINE ADVISORS” 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.