RIA Intel›Advisers›Ohio›PHASE LINE FINANCIAL LLC

PHASE LINE FINANCIAL LLC

Advisory

OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$261K
across 28 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

PRIORITY INVESTMENT MANAGEMENT LLC
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3CM CAPITAL MANAGEMENT, LLC
$8M
COGNITION FINANCIAL LLC
$8M
ETHOS FINANCIAL PLANNING LLC
$8M
GUSTAFSON, BAXTER FINANCIAL SERVICES, INC.
POWELL, OH
$7M
-72.0% 1Y

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