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Bridge Line Advisors LLC

Boca Raton, FLExempt reporting adviserCRD 318053

Filed as BRIDGE LINE ADVISORS LLC

Bridge Line Advisors LLC is an exempt reporting adviser in Boca Raton, FL, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

4 years
reporting since 2022
Not reported
assets under management
Not reported
compensation
10
disclosure items (Item 11)

Quick answers

From the filing

Where is Bridge Line Advisors LLC located?

Bridge Line Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV.

How does Bridge Line Advisors LLC report to regulators?

Bridge Line Advisors LLC is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 318053.

Does Bridge Line Advisors LLC report any disciplinary disclosures?

Reports 10 disclosure items on Form ADV Item 11: yes answers to 10 questions about regulatory matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(4), 11.E(1), 11.E(2), 11.E(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318053

What changed in Bridge Line Advisors LLC's recent Form ADV filings?

In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

Not reported.

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Not reported.

Registration and firm details

Items 1, 2, 5
Reporting status
Exempt reporting adviser. Status as filed: ERA - Active.
Reporting since
2022 (4 years)
Employees
Total: Not reported. Performing investment advisory functions: Not reported.
Wrap fee program participation
Not reported.
States registered or notice-filed
Not reported.

Exempt reporting advisers file a shorter form and are examined by no regulator on a routine schedule. SEC, state, and exempt registration

Disclosures

Item 11

10 Reports 10 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
  • 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
  • 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
  • 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.E(1) Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
  • 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
  • 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Data periodAssets under managementEmployeesFiling dated
October 2026Not reportedNot reportedJanuary 29, 2026
October 2025Not reportedNot reportedFebruary 14, 2025
October 2024Not reportedNot reportedMarch 28, 2024
October 2023Not reportedNot reportedSeptember 29, 2023
October 2022Not reportedNot reportedAugust 30, 2022

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. February 2026
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Bridge Line Advisors LLC (CRD 318053): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bridge-line-advisors-llc-boca-raton-fl-318053