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SECOND LINE CAPITAL, LLC

CRD 324386File 801-127790
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.32B
Clients
1,196
1,199 accounts
Employees
28
Top 25% of cohort in LA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Sep 19, 2023
Principal office
2800 VETERANS MEMORIAL BLVD., SUITE 220, METAIRIE, LA, 70002
Phone
504-321-0923

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.32B
Discretionary AUM
$1.32B
Non-discretionary AUM
$0
Discretionary accounts
1,199
Non-discretionary accounts
0
Total accounts
1,199
AUM per client
$1.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$5.2M
Charitable organizationsFewer than 5$534K
High net worth individuals277$482.6M
Pension and profit sharing plans62$652.2M
Individuals (other than high net worth individuals)850$183.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.