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HARTLINE INVESTMENT CORP.

Advisory

N·WINNETKA, IL

Data as of Jan 14, 2026 · Source: SEC Form ADV

Total AUM

$851M

1-Year AUM Growth

+32.6%

3-Year CAGR

-2.6%

Employees

3

Assets Under Management

Total AUM$851M

Discretionary AUM$615M

Non-Discretionary AUM$236M

Discretionary %72.2%

Total Clients225

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingJan 24, 2001

Latest FilingJan 14, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARTLINE INVESTMENT CORP.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.