C
CRD: 135679
Cline Financial Concepts, LLC
Champaign, IL, 61820
2176070251
$86.8M Total AUM
$82.1M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-05-2005
- Office Locations
- 1
Office Locations
1800 S. OAK Street Suite 101 Champaign IL
About Cline Financial Concepts, LLC
Cline Financial Concepts, LLC is a Champaign-based RIA. The firm has been operating for 20 years. Managing $86.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
51 AVG AGE
$86.8M AVG AUM / ADVISOR
$723.5K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Ember Summit
Client Personas
Foundation
Investment Themes
Bridge foundation
Investment Vehicles
Ember
Services
Radial legacy Ridge legacy Bridge Eagle Alpha
Owner & Executives
SCOTT ERIC CLINE
--
- CRD
- #4963332
- Ownership
- 75% or more
(810) 220-7862
capital.frontier@embercapital.com
in linkedin.com/in/vector-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,144,716 | -- |
| Non-Discretionary | $4,674,599 | -- |
| Total | $86,819,315 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,819,315
Equity - Exchange:
36.1% Public Funds:
26.6% U.S. Government/Agency:
18.1% Cash:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,178,899,928 | 36.1% |
| Public Funds | $2,342,347,315 | 26.6% |
| U.S. Government/Agency | $1,593,852,872 | 18.1% |
| Cash | $1,690,716,860 | 19.2% |
| Total | $8,805,816,975 | 100.0% |