Blue Line Capital

Blue Line Capital is a registered investment adviser that provides discretionary asset management and written financial planning to individuals (including high‑net‑worth clients) as well as a range of institutional and tax‑exempt entities. The firm manages client assets through separate accounts held at qualified custodians and requires a written client agreement before beginning services.

The firm’s investment process blends fundamental and technical analysis (including charting and cyclical methods) and implements both value and growth‑oriented strategies, with strategic and tactical asset allocation and the selective use of options and futures. Blue Line provides ongoing account supervision and a modular financial planning program covering retirement, tax planning, portfolio review and asset allocation, with the brochure describing estimated time ranges for different plan engagements.

A noteworthy feature disclosed in the brochure is the firm’s affiliation with commodity trading businesses: the managing member operates a related commodity trading firm and a commodity trading advisor and refers clients for commodity trading services. The brochure acknowledges the potential conflicts this creates (stating clients are under no obligation to use affiliated services and noting the managing member’s significant time commitments to those activities) and also discloses that financial planning is provided to asset‑management clients at no additional charge.