$27.1M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
15 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2010
- Office Locations
- 1
Office Locations
540 W. Frontage Road Suite 3315 Northfield IL
About Kline Capital Management LLC
Kline Capital Management LLC is a Northfield, IL investment adviser registered with the State of Illinois. The firm provides investment advisory and financial planning, including portfolio construction, asset allocation, risk management, and tax/estate and insurance planning. Portfolios commonly use ETFs and mutual funds with an active-management approach. Custody is held at Charles Schwab.
Team overview
-- AVG AGE
$27.1M AVG AUM / ADVISOR
$904.5K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Foundation legacy Delta unison Eagle
Investment Themes
Momentum Momentum Ridge wave Foundation Eagle matrix
Investment Vehicles
Oak
Services
Pioneer beacon Signal radial Fusion Unison ember Foundation Matrix signal Element Crest
Owner & Executives
M
MATTHEW THOMAS KLINE
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #1968700
- Ownership
- 75% or more
(980) 728-3590
foundation.element@valuecapital.com
in linkedin.com/in/alpha-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,744,681 | $263,158 |
| Non-Discretionary | $5,391,497 | -- |
| Total | $27,136,178 | $263,158 |
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Separately Managed Accounts
Total SMA Asset: $27,136,178
Equity - Exchange:
12.2% Public Funds:
54.5% Cash:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $502,364,674 | 12.2% |
| Public Funds | $2,244,170,060 | 54.5% |
| Cash | $1,371,208,495 | 33.3% |
| Total | $4,117,743,229 | 100.0% |