S
Straight Line Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,849,485
Clients
106
22% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$536,316
About
Straight Line Investment Group, LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients, implementing proprietary investment models across mutual funds, equities, ETFs and bonds and, when applicable, alternative investments. The firm offers ongoing portfolio oversight and executes client trades through a national custodian.
Its investment process combines fundamental, technical, and cyclical analysis and emphasizes a long‑term trading orientation while retaining the ability to use short‑term trades and short sales when deemed appropriate. Accounts are managed on a discretionary basis with periodic reviews (typically at least quarterly) and the firm aggregates trades across client accounts to facilitate block executions.
A notable regulatory disclosure in the firm’s ADV describes a 2018 consent order with a state regulator and a monetary penalty tied to a prior nondisclosure, after which the firm updated its Form ADV; this administrative event is explicitly disclosed in its brochure. Other distinguishing aspects include no stated account minimum, acceptance of limited custody (direct fee deduction) with custodial reporting to clients, a policy against accepting third‑party compensation, and a practice of offering the same proprietary model suite to all clients.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Real estate investing
Fee options
Less than $1,000,000 - $1,000,000: 2.00% $1,000,000+: 1.50%
Fee-only: Annual fees of 2.00% for accounts less than $1,000,000 and 1.50% for accounts $1,000,000 and above; fees are negotiable.
Main office location
Straight Line Investment Group, LLC
1075 S Utah Avenue #351
Idaho Falls ID 83402, United States
Number of offices
1
Most active in
Straight Line Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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