# Straightline

> 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.

- CRD: 127401
- Filed as: STRAIGHTLINE
- Legal name: Straightline Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127401
- AdvisorCensus page: https://advisorcensus.com/firm/straightline-troy-mi-127401

## Quick answers

**How is Straightline compensated?**
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.

**Where is Straightline located?**
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).

**Is Straightline registered with the SEC or a state?**
Straightline is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127401.

**How much does Straightline manage?**
Straightline reports $1,170,377,158 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary).

**How have Straightline's assets and staff changed since 2021?**
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.

**What types of clients does Straightline serve?**
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).

**Which custodians does Straightline use?**
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.

**Does Straightline 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/127401

**Does Straightline state an account minimum?**
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."

**What changed in Straightline's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in AR, MD.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: None

> 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.

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.
- Fidelity
- TIAA-CREF Individual & Institutional Services, LLC

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: $1,170,377,158
- Discretionary: $1,134,080,989
- Non-discretionary: $36,296,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,093 | $644,575,434 |
| High net worth individuals | 265 | $522,570,501 |
| Charitable organizations | 3 | $2,270,718 |
| Corporations or other businesses not listed above | 4 | $960,505 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- East Lansing, MI
- Findlay, OH

### Websites listed on Form ADV (Item 1.I)
- straightline.com
- straightline.com/PRINCIPIA
- vimeo.com/channels/straightline
- Facebook @StraightLine.Educate.Plan.Invest
- Instagram @straightlinefinancial
- LinkedIn @STRAIGHTLINE
- YouTube @StraightLineStraightTalk

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,056,828,297 | 12 | April 28, 2021 |
| October 2022 | $1,179,188,076 | 8 | July 18, 2022 |
| October 2023 | $1,002,563,047 | 8 | July 26, 2023 |
| October 2024 | $1,121,194,253 | 9 | August 22, 2024 |
| October 2025 | $1,106,624,742 | 10 | March 31, 2025 |
| October 2026 | $1,170,377,158 | 11 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in AR, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Straightline (CRD 127401): Form ADV filing data as of October 2026.