# Blacklines Financial

> Blacklines Financial is a state-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 323340
- Filed as: BLACKLINES FINANCIAL
- Legal name: Blacklines
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323340
- AdvisorCensus page: https://advisorcensus.com/firm/blacklines-financial-los-angeles-ca-323340

## Quick answers

**How is Blacklines Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Blacklines Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Blacklines Financial located?**
Blacklines Financial's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Blacklines Financial registered with the SEC or a state?**
Blacklines Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323340.

**How much does Blacklines Financial manage?**
Blacklines Financial reports $52,961,742 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Blacklines Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (53); corporations or other businesses not listed above (5).

**Does Blacklines Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,961,742
- Discretionary: $52,773,956
- Non-discretionary: $187,786

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $23,938,235 |
| High net worth individuals | 53 | $28,588,235 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $327,272 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $108,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blacklinesfinancial.com
- blfus.com
- nexawealthplanning.com
- Facebook @BlackLines-Financial
- Instagram @blacklinesfinancial
- LinkedIn @blacklines-financial
- X @BlackLinesCFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blacklines Financial (CRD 323340): Form ADV filing data as of October 2026.