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Centerline Wealth Advisors
CENTERLINE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in LOUISVILLE, KY, registered since 2012. The firm manages $326 million in assets,...
Overview
CENTERLINE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in LOUISVILLE, KY, registered since 2012. The firm manages $326 million in assets, $325 million on a discretionary basis. It has 8 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Is Centerline Wealth Advisors a fiduciary?
Yes, as a registered investment advisor, Centerline Wealth Advisors must act as a fiduciary under the Investment Advisers Act of 1940. This means it is legally obligated to put client interests first, disclose conflicts of interest, and provide suitable investment advice. This fiduciary duty applies to all advice given, not just investment recommendations.
What is Centerline Wealth Advisors' regulatory status?
Centerline Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC) or state securities regulator, depending on its AUM. Its regulatory filings, such as Form ADV, provide details on fees, conflicts, and disciplinary history. The firm's status as an RIA is publicly verifiable.
How does Centerline source its investment research?
RIAs often rely on independent research providers, internal analysis, and third-party data sources. Centerline does not publicly name its research partners. Given its independent structure, it is not tied to proprietary research from a bank or investment house.
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