Wealth Manager
    SEC Registered
    Manages Private Funds

    Second Line Capital, LLC

    Registered investment advisor · Metairie, Louisiana · CRD #324386

    Assets Under Management
    $1.3B
    Client Accounts
    1,199
    Employees
    28
    CRD Number
    324386
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Second Line Capital, LLC

    Second Line Capital, LLC is a registered investment advisor founded in 2023, offering financial planning, asset management, and back-office support to financial advisors. It focuses on helping advisors grow their practices and manage succession. The firm has 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Second Line Capital, LLC

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    Frequently Asked Questions

    What is Second Line Capital, LLC's AUM?

    Second Line Capital, LLC reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Second Line Capital, LLC headquartered?

    Second Line Capital, LLC is headquartered in Metairie, Louisiana.

    What is Second Line Capital, LLC's CRD number?

    Second Line Capital, LLC's CRD number is 324386. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Second Line Capital, LLC manage?

    Second Line Capital, LLC manages approximately 1,199 client accounts according to its latest SEC filing.

    Is Second Line Capital, LLC SEC registered?

    Yes, Second Line Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

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