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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Gainline Financial Partners, LLC
Gainline Financial Partners is an independent, fiduciary RIA providing comprehensive financial planning, tax-sensitive investment management, and behavioral-finance coaching for families and business owners. The team emphasizes long-term, transparent portfolios and a “bucket” approach for cash, income, and growth to manage liquidity through market cycles, and coordinates planning with clients’ CPAs and estate attorneys. Client assets can be held at Fidelity.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 17, 2026, reported AUM increased 27.7%, from $273.1M to $348.6M.
Across 4 reported observations, AUM increased 68.3% between September 22, 2023 and June 17, 2026, from $207.2M to $348.6M.
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 3 advisory representatives and 998 clients, or 332.7 clients per representative. That equates to $349.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHARLES CLAUDE HENRY BARKMEIER
Financial Advisor, FOUNDER, MANAGING DIRECTOR, Partner
- CRD
- #7185795
- Ownership
- 50% but less than 75%
PAUL B ROHR
Financial Advisor, FOUNDER, General Partner, MANAGING DIRECTOR
- CRD
- #6249565
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
EMILY M BANDONI
--
- CRD
- #7265359
NADIA CRAINICH
Wealth Management Analyst
- CRD
- #7190108
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,591,627 | $332,920 |
| Non-Discretionary | $20,051,488 | $1,432,249 |
| Total | $348,643,115 | $348,295 |
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Separately Managed Accounts
SMA allocation detail is available
Gainline Financial Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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