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Tree Line Strategy Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,224,773
Total clients
3
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$408,258
About
Tree Line Strategy Group LLC provides discretionary portfolio management to individual and high‑net‑worth clients, delivering ongoing investment management and a written Investment Policy Statement tailored to each client’s goals, time horizon, and risk tolerance. The firm also sponsors a wrap fee program, bundling transaction and certain third‑party costs into a single advisory fee for participating accounts.
The firm’s investment approach is active and technically driven, combining charting, cyclical and technical analysis with Elliott‑Wave principles and volatility analytics, and applying a back‑tested trading system across equities, exchange‑traded funds, and unit investment trusts. Accounts are managed on a discretionary basis under documented policies, with regular portfolio monitoring and custodial reporting provided to clients.
Noteworthy features for a one‑advisor independent firm include its role as a wrap fee program sponsor—an arrangement uncommon among peers—and a requirement that clients custody assets at Interactive Brokers, through which the firm may receive research or other services. The sole principal also maintains an external consulting practice for consumer goods companies (about ten hours per week), a separate business activity disclosed in the firm’s brochure.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.99% annually
Account minimum: $100,000
Main office location
Tree Line Strategy Group LLC
Highlands Ranch CO, United States
Number of offices
1
Most active in
Tree Line Strategy Group LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Georgia
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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