# Firstline Financial LLC

> Firstline Financial LLC is a state-registered investment advisory firm in Gilbert, AZ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 308056
- Filed as: FIRSTLINE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308056
- AdvisorCensus page: https://advisorcensus.com/firm/firstline-financial-llc-gilbert-az-308056

## Quick answers

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

**Where is Firstline Financial LLC located?**
Firstline Financial LLC's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Firstline Financial LLC registered with the SEC or a state?**
Firstline Financial LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308056.

**How much does Firstline Financial LLC manage?**
Firstline Financial LLC reports $31,848,319 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Firstline Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (3).

**Does Firstline Financial LLC 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/308056

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,848,319
- Discretionary: $31,848,319
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $20,530,403 |
| High net worth individuals | 3 | $11,317,916 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstlinefin.com
- Facebook @firstlinefin
- Instagram @firstlinefinancial
- LinkedIn @firstline-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firstline Financial LLC (CRD 308056): Form ADV filing data as of October 2026.