{
  "crd_number": 164642,
  "slug": "blueline-advisors-exeter-nh-164642",
  "primary_business_name": "BLUELINE ADVISORS",
  "legal_name": "BLUELINE ADVISORS LLC",
  "dbas": [],
  "city": "Exeter",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-04-20",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 247237600.0,
  "raum_discretionary": 138997722.0,
  "raum_non_discretionary": 108239878.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1935112.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 27511178.0,
      "count": 96
    },
    "other_investment_advisers": {
      "raum": 56867561.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 160923749.0,
      "count": 52
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "ME",
    "NH"
  ],
  "websites": [
    "https://blueline-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164642",
  "city_as_filed": "EXETER",
  "url": "https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642",
  "display_name": "Blueline Advisors",
  "summary": "Blueline Advisors is an SEC-registered investment advisory firm in Exeter, NH, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Blueline Advisors (CRD 164642): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Blueline Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blueline Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Blueline Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Blueline Advisors located?",
      "a": "Blueline Advisors' principal office is in Exeter, NH, according to its Form ADV."
    },
    {
      "q": "Is Blueline Advisors registered with the SEC or a state?",
      "a": "Blueline Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 164642."
    },
    {
      "q": "How much does Blueline Advisors manage?",
      "a": "Blueline Advisors reports $247,237,600 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (56% discretionary)."
    },
    {
      "q": "How have Blueline Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Blueline Advisors: Regulatory assets under management: $220,797,913 in the October 2021 data and $247,237,600 in the October 2026 data, up 12%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blueline Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (52)."
    },
    {
      "q": "Which custodians does Blueline Advisors use?",
      "a": "Blueline Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., LPL Financial LLC and Wells Fargo Securities, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blueline Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164642"
    },
    {
      "q": "Does Blueline Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"The Advisor does not have any minimum requirements for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Blueline Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $211,135,236 to $247,237,600 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 220797913.0,
      "total_employees": 2,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 192395157.0,
      "total_employees": 4,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169841504.0,
      "total_employees": 4,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 184085659.0,
      "total_employees": 4,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 211135236.0,
      "total_employees": 3,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 247237600.0,
      "total_employees": 3,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $211,135,236 to $247,237,600 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "the client will pay BlueLine an annual fee of up to 1.50%, based upon the nature , scope and complexity of the services offered to the client. This fee is negotiable at the discretion of the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor does not have any minimum requirements for opening or maintaining an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "the client will pay BlueLine an annual fee of up to 1.50%, based upon the nature , scope and complexity of the services offered to the client. This fee is negotiable at the discretion of the Advisor.",
      "The Advisor does not have any minimum requirements for opening or maintaining an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Securities, LLC",
      "name_as_filed": "WELLS FARGO SECURITIES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 96,
      "fewer_than_5": false,
      "raum": 27511178.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 160923749.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1935112.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 56867561.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164642",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}