AdvisorCensus / Financial advisors / Georgia / Atlanta / Gridline
Gridline is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is Gridline compensated?
On its Form ADV (Item 5.E, October 2026), Gridline reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Gridline's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 11, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Gridline located?
Gridline's principal office is in Atlanta, GA, according to its Form ADV.
Is Gridline registered with the SEC or a state?
Gridline is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317336.
How much does Gridline manage?
Gridline reports $332,137,394 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).
What types of clients does Gridline serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (44).
Does Gridline 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/317336
What changed in Gridline's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
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- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1% a year (a range, as the brochure states it)
The brochure's wording
Investors into the Funds generally pay an annual fee to Gridline Advisors (the “Management Fee”) between 0.25% and 1.00% depending on the amount of capital invested and fund structure.
As stated in the firm's Form ADV Part 2A brochure dated June 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$332,137,394 as of October 2026, filing dated June 11, 2026.
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.DA 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- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Gridline Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 24. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
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.ISource: 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. Gridline (CRD 317336): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gridline-atlanta-ga-317336