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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-11-2025
- Office Locations
- 1
Office Locations
About Phase Line Financial
Phase Line Financial is a Cincinnati-based RIA. The firm has been operating for 1 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $348.1K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
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The full Phase Line Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY James KOESTER
FOUNDER
- CRD
- #6166067
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,310,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,310,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Phase Line Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.