{
  "crd_number": 127401,
  "slug": "straightline-troy-mi-127401",
  "primary_business_name": "STRAIGHTLINE",
  "legal_name": "STRAIGHTLINE GROUP, LLC",
  "dbas": [],
  "city": "Troy",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-08-11",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 1170377158.0,
  "raum_discretionary": 1134080989.0,
  "raum_non_discretionary": 36296169.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2270718.0,
      "count": 3
    },
    "individuals": {
      "raum": 644575434.0,
      "count": 2093
    },
    "high_net_worth_individuals": {
      "raum": 522570501.0,
      "count": 265
    },
    "corporations_other_businesses": {
      "raum": 960505.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KS",
    "KY",
    "MA",
    "ME",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://facebook.com/StraightLine.Educate.Plan.Invest",
    "https://instagram.com/straightlinefinancial",
    "https://linkedin.com/COMPANY/STRAIGHTLINE",
    "https://straightline.com",
    "https://straightline.com/PRINCIPIA",
    "https://vimeo.com/channels/straightline",
    "https://youtube.com/@StraightLineStraightTalk"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127401",
  "city_as_filed": "TROY",
  "url": "https://advisorcensus.com/firm/straightline-troy-mi-127401",
  "display_name": "Straightline",
  "summary": "Straightline is an SEC-registered investment advisory firm in Troy, MI, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Straightline (CRD 127401): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Straightline compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Straightline reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Straightline located?",
      "a": "Straightline's principal office is in Troy, MI, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Straightline registered with the SEC or a state?",
      "a": "Straightline is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127401."
    },
    {
      "q": "How much does Straightline manage?",
      "a": "Straightline reports $1,170,377,158 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary)."
    },
    {
      "q": "How have Straightline's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Straightline: Regulatory assets under management: $1,056,828,297 in the October 2021 data and $1,170,377,158 in the October 2026 data, up 11%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Straightline serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,093); high net worth individuals (265); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Straightline use?",
      "a": "Straightline's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Straightline report any disciplinary disclosures?",
      "a": "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/127401"
    },
    {
      "q": "Does Straightline state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 says: \"We work with individuals, charitable organizations, corporations, pension and profit-sharing plans, universities, and other employers to provide our services. We do not advise or manage any mutual funds or other investment companies. We do not have a minimum account size.\""
    },
    {
      "q": "What changed in Straightline's recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in AR, MD."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1056828297.0,
      "total_employees": 12,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1179188076.0,
      "total_employees": 8,
      "filing_date": "2022-07-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1002563047.0,
      "total_employees": 8,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1121194253.0,
      "total_employees": 9,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1106624742.0,
      "total_employees": 10,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1170377158.0,
      "total_employees": 11,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AR, MD."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We work with individuals, charitable organizations, corporations, pension and profit-sharing plans, universities, and other employers to provide our services. We do not advise or manage any mutual funds or other investment companies. We do not have a minimum account size."
        ]
      }
    ],
    "quotes": [
      "We work with individuals, charitable organizations, corporations, pension and profit-sharing plans, universities, and other employers to provide our services. We do not advise or manage any mutual funds or other investment companies. We do not have a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/straightline-troy-mi-127401.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2093,
      "fewer_than_5": false,
      "raum": 644575434.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 265,
      "fewer_than_5": false,
      "raum": 522570501.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2270718.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 960505.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127401",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}