$131.9M Total AUM
$131.7M Disc. AUM
-- 3Y CAGR
7 Employees
140 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2019
- Office Locations
- 3
Office Locations
141 W. Jackson Blvd Suite 2620 Chicago IL
-- Dakota Dunes SD
-- Miramar Beach FL
About Blue Line Capital
Blue Line Capital is a Chicago-based RIA with 3 offices. The firm has been operating for 7 years. Managing $131.9M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$942.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM SAMUEL BARUCH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5096897
- Ownership
- 50% but less than 75%
Available
Available
Available
O
OLIVER STUART SLOUP
Investment Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
Jason James Cohrs
--
- CRD
- #8001386
Available
Available
Available
Owen Winslow Hardy
--
- CRD
- #7889143
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,707,039 | $380,656 |
| Non-Discretionary | $210,744 | $105,372 |
| Total | $131,917,783 | $379,074 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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