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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2021
- Office Locations
- 1
Office Locations
About Phase Line Capital, LLC
Phase Line Capital is an Atlanta-based RIA providing personalized portfolio management and ongoing financial planning, including annuity and insurance assessments for risk management. The team builds tax-efficient, goals-based portfolios and primarily implements with ETFs, complemented by fixed income and cash as needed. Works with retail and institutional clients; custody through Fidelity/NFS and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Christopher Rudio
Owner
- CRD
- #6322313
- Ownership
- 50% but less than 75%
Eric Scott Ruthman
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6281076
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Bryson Scott Sisson
--
- CRD
- #8111361
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,970,000 | $98,423 |
| Non-Discretionary | $364,000 | -- |
| Total | $52,334,000 | $98,423 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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