RIA Intel›Advisers›Illinois›CLINE FINANCIAL CONCEPTS, LLC

CLINE FINANCIAL CONCEPTS, LLC

Advisory

CHAMPAIGN, IL

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in IL

#1,045

of 1,719 advisers by AUM

Average account

$337K

across 258 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$87M

Discretionary AUM$82M

Non-Discretionary AUM$5M

Discretionary %94.6%

Total Clients120

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, IL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

120 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

DIGILOG GLOBAL EQUITY LLC

$87M

ASSURED ADVISORY GROUP, LLC

EAST DUNDEE, IL

$87M

LENITY FINANCIAL, INC.

$87M

TRAC ASSET MANAGEMENT LLC

$86M

CENTRAL SQUARE MANAGEMENT LLC

$87M

BOBB FINANCIAL INCORPORATED

$86M

Get the full picture on CLINE FINANCIAL CONCEPTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLINE FINANCIAL CONCEPTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans