# Blueline Advisors

> 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.

- CRD: 164642
- Filed as: BLUELINE ADVISORS
- Legal name: Blueline Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Exeter, NH
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164642
- AdvisorCensus page: https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642

## Quick answers

**How is Blueline Advisors compensated?**
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).

**How much does Blueline Advisors charge?**
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.

**Where is Blueline Advisors located?**
Blueline Advisors' principal office is in Exeter, NH, according to its Form ADV.

**Is Blueline Advisors registered with the SEC or a state?**
Blueline Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 164642.

**How much does Blueline Advisors manage?**
Blueline Advisors reports $247,237,600 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (56% discretionary).

**How have Blueline Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Blueline Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (52).

**Which custodians does Blueline Advisors use?**
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.

**Does Blueline Advisors report any disciplinary disclosures?**
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

**Does Blueline Advisors state an account minimum?**
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."

**What changed in Blueline Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $211,135,236 to $247,237,600 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> The Advisor does not have any minimum requirements for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC
- Wells Fargo Securities, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $247,237,600
- Discretionary: $138,997,722
- Non-discretionary: $108,239,878

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $27,511,178 |
| High net worth individuals | 52 | $160,923,749 |
| Charitable organizations | Fewer than 5 | $1,935,112 |
| Other investment advisers | Fewer than 5 | $56,867,561 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueline-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,797,913 | 2 | June 30, 2021 |
| October 2022 | $192,395,157 | 4 | March 16, 2022 |
| October 2023 | $169,841,504 | 4 | March 20, 2023 |
| October 2024 | $184,085,659 | 4 | March 25, 2024 |
| October 2025 | $211,135,236 | 3 | March 25, 2025 |
| October 2026 | $247,237,600 | 3 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $211,135,236 to $247,237,600 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueline Advisors (CRD 164642): Form ADV filing data as of October 2026.