Overview
Assets Under Management: $723 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 279
Average Client Assets: $1 million
Frequently Asked Questions
SECOND LINE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324386), SECOND LINE CAPITAL, LLC is subject to fiduciary duty under federal law.
SECOND LINE CAPITAL, LLC is headquartered in METAIRIE, LA.
SECOND LINE CAPITAL, LLC serves 279 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, SECOND LINE CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SECOND LINE CAPITAL, LLC manages $723 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, SECOND LINE CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 279
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.45
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,502
Discretionary Accounts: 2,502
Regulatory Filings
CRD Number: 324386
Filing ID: 1969264
Last Filing Date: 2025-03-27 22:38:00
Website: https://2lcap.com