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Blue Line Capital

Updated today

Client assets under management

$104,529,935

Clients

121

20% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

20

Very Low

Average account size

$863,884

About

Blue Line Capital is an SEC-registered advisory team that serves individuals (including high‑net‑worth clients), trusts, pension plans, pooled investment vehicles and other institutional clients. The firm offers discretionary portfolio management alongside written financial planning and retirement, tax and portfolio reviews, with planning commonly provided to asset management clients without an additional charge.

The firm’s investment approach blends fundamental, technical and cyclical analysis and applies both value and growth strategies, using strategic and tactical asset allocation as well as options and frequent trading when appropriate. Research comes from public filings, third‑party research and market data, and portfolios are managed to client objectives with the ability to impose reasonable investment restrictions.

A distinctive aspect of the firm is its affiliation with commodity trading businesses and related entities, and several firm representatives are active in futures and commodity trading activities; the brochure discloses that clients may be referred to an affiliated commodity trading firm but are not required to use those services. Blue Line Capital’s listed investable products explicitly include futures, commodity options and partnerships tied to real assets, and the firm describes procedures to mitigate conflicts of interest arising from those affiliations.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Retirement income strategy

Occupation focus

Executive Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Percentage

1.50% annually

Other

Account minimum: $100,000

Main office location

Blue Line Capital

141 W. Jackson Blvd, Suite 2620

Chicago IL 60604, United States

Number of offices

3

Most active in

California · Florida · Illinois · Michigan · New Jersey · New York · North Carolina · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason C

Series 65

Dakota Dunes, SD

Blue Line Capital

Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Christopher K

Series 65

Chicago, IL

Blue Line Capital

Christopher Khan is a financial advisor at Blue Line Capital in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Blue Line Capital, he worked at ExxonMobil and Craze Marketing and has been a full-time student until recently. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a combination of fundamental and technical analysis to manage assets through value and growth strategies, offering discretionary asset management alongside modular financial planning services.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Daniel W

Series 65

Chicago, IL

Blue Line Capital

Daniel White is a financial advisor at Blue Line Capital with a Series 65 designation and over eight years of experience in the industry. He previously worked at Myst Capital, Weiss Brothers Trading, and First Bank & Trust. Blue Line Capital provides discretionary asset management and written financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm’s investment approach combines fundamental and technical analysis, employing both value and growth strategies along with strategic and tactical asset allocation.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Phillip S

Series 65, Series 66

Miramar Beach, FL

Blue Line Capital

Phillip Streible is a financial advisor at Blue Line Capital with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates for eight years. He is also the Chief Market Strategist at Blue Line Futures LLC, a commodities firm. Blue Line Capital provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis, using both value and growth strategies along with strategic and tactical asset allocation.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Jacob S

CFP®, Series 66

Chicago, IL

Blue Line Capital

Jacob Shamblott is a financial advisor at Blue Line Capital in Chicago, IL, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at BNY Mellon, BMO Harris Bank, LPL Financial, Bank of America, and Merrill. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis to implement value and growth strategies, offering discretionary asset management and modular financial planning services.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

William B

Series 65

Chicago, IL

Blue Line Capital

William Baruch is a Series 65 licensed advisor with Blue Line Capital in Chicago, IL, bringing six years of industry experience. He holds leadership roles as President at Blue Line Futures and Rock Creek Capital Management, alongside his advisory work. Blue Line Capital is a registered investment adviser offering discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Options & derivatives strategies Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
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