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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit pioneerFocus timber
- Established Date
- 08-07-2014
- Office Locations
- 1
Office Locations
About Layline Asset Management INC
LayLine Asset Management is an SEC-registered RIA providing discretionary, institutional-style portfolio management and financial planning. Portfolios are managed to client IMAs using fundamental capital-market analysis, intermarket macro work, and relative-strength signals, with tactical allocation and sector rotation when warranted. The firm does not sell products or get paid to trade, and custody is at Charles Schwab. Clients receive consolidated quarterly reporting with holdings analysis and projections.
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Owner & Executives
HARRY JOHN CAMPBELL III
Chief Executive Officer
- CRD
- #2857521
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,453,966 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,453,966 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,453,966
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,546,562,214 | 32.4% |
| Cash | $2,633,019,573 | 33.5% |
| Public Funds | $2,680,178,132 | 34.1% |
| Total | $7,859,759,919 | 100.0% |