otherRIA · CRD 311399SEC-Registered

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John Line, CPA

JOHN LINE, CPA, INC. is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $79 million in regulatory assets. It has 2 employees...

John Line, CPA

JOHN LINE, CPA, INC. is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $79 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

John Line

Principal

Frequently asked questions

Does John Line, CPA manage third-party capital or run a family office?

No. Public business filings list the entity as a professional accounting corporation, not an investment adviser or family office. No regulatory disclosures — such as SEC Form ADV — point to asset-management activities. The firm's name and incorporation type indicate a CPA practice focused on tax and accounting services.

What investment activities, if any, are associated with John Line, CPA?

None are verifiable. Standard CPA incorporation does not permit pooled-investment management without additional registrations. No fund names, SPVs, or direct-deal announcements appear in public record. If the principal makes personal investments, they are outside the corporate entity.

Is John Line, CPA registered as an investment adviser with the SEC or state regulators?

There is no current evidence of registration. A search of the SEC's Investment Adviser Public Disclosure database yields no matching firm. A professional accounting corporation can provide tax advice without an RIA registration, but it may not hold discretionary management over client investment accounts.

How does the firm structure its professional services?

The firm is incorporated as a professional corporation, a structure many states require for licensed CPAs. This limits liability for the practitioner while preserving the personal professional-responsibility standard for accounting work. Specific service lines beyond tax and accounting have not been publicly disclosed.

Who is John Line and what is his professional background?

John Line is a Certified Public Accountant and the named principal of the firm. No detailed biography appears in public records. The professional-corporation structure suggests he holds the active CPA license under which the firm operates.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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