SECOND LINE CAPITAL, LLC

2800 Veterans Memorial Blvd.
Suite 220
Metairie, Louisiana 70002
Tel: 504-321-0923

About SECOND LINE CAPITAL, LLC

SECOND LINE CAPITAL, LLC, formally registered with the SEC as SECOND LINE CAPITAL, LLC. The firm was established in 09/19/2023. They have over 4 offices throughout the country.

SECOND LINE CAPITAL, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $402,132,214 assets under management, offering retirement planning & investment advisory services to 1911 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324386
SEC#	801-127790
Assets Managed by Firm	$402,132,214
No. of Clients	1911
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1911	$402,132,214
Individuals (other than high net worth individuals)	812	$180,841,519
High net worth individuals	243	$218,216,411
Pension and profit sharing plans	2	$298,606
Charitable organizations	4	$114,254
Corporations or other businesses	8	$2,661,424

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NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$18,432,430,824	62249	570
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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