RIA Intel›Advisers›Michigan›STRAIGHTLINE GROUP, LLC

STRAIGHTLINE GROUP, LLC

Advisory

N·TROY, MI

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+11.8%

3-Year CAGR

+1.7%

Employees

10

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.1B

Non-Discretionary AUM$36M

Discretionary %96.9%

Total Clients2,858

Team

Total Employees10

Investment Advisers11

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record48

First FilingJul 29, 2004

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 22+ 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 STRAIGHTLINE GROUP, LLC

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