# Layline Advisors

> Layline Advisors is an SEC-registered investment advisory firm in Rochester, NY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 285136
- Filed as: LAYLINE ADVISORS
- Legal name: Layline Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, NY
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285136
- AdvisorCensus page: https://advisorcensus.com/firm/layline-advisors-rochester-ny-285136

## Quick answers

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

**Where is Layline Advisors located?**
Layline Advisors' principal office is in Rochester, NY, according to its Form ADV.

**Is Layline Advisors registered with the SEC or a state?**
Layline Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 285136.

**How much does Layline Advisors manage?**
Layline Advisors reports $131,311,586 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (85% discretionary).

**How have Layline Advisors' assets and staff changed since 2021?**
In the Form ADV data for Layline Advisors: Regulatory assets under management: $44,127,000 in the October 2021 data and $131,311,586 in the October 2026 data, up 198%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Layline Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (48); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Layline Advisors use?**
Layline Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Layline 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/285136

**Does Layline Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated January 9, 2026 says: "We do not have a minimum account size requirement."

**What changed in Layline Advisors' recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $106,535,272 to $131,311,586 (+23%).

## 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 January 9, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

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.

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: $131,311,586
- Discretionary: $112,237,246
- Non-discretionary: $19,074,340

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $21,658,075 |
| High net worth individuals | 48 | $96,205,075 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $13,448,436 |
| Corporations or other businesses not listed above | 1 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- laylineadvisors.com
- LinkedIn @layline-advisors-llc
- LinkedIn @mark-wyand
- LinkedIn @matthew-c-lechner
- X @LaylineAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $44,127,000 | 2 | June 29, 2021 |
| October 2022 | $64,400,000 | 2 | February 28, 2022 |
| October 2023 | $62,040,430 | 2 | January 9, 2023 |
| October 2024 | $78,157,663 | 2 | January 15, 2024 |
| October 2025 | $106,535,272 | 2 | March 14, 2025 |
| October 2026 | $131,311,586 | 4 | January 9, 2026 |

Regulatory assets under management: $44,127,000 in the October 2021 data and $131,311,586 in the October 2026 data, up 198%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $106,535,272 to $131,311,586 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Layline Advisors (CRD 285136): Form ADV filing data as of October 2026.