RIA Intel›Advisers›Idaho›LAYLINE FINANCIAL LLC

LAYLINE FINANCIAL LLC

Advisory

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$150K

across 68 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

14 clients

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

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Advisers of similar size in ID

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

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GATEWAY FINANCIAL & ESTATE PLANNING, INC.

$9M

HANKS CAPITAL MANAGEMENT, LLC

$8M

CORE ASSET MANAGEMENT, LLC

$13M

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