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- Custodian
- Charles Schwab & Company · LPL Financial · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2023
- Office Locations
- 8
Office Locations
About Second Line Capital, LLC
Second Line Capital, LLC is a registered investment advisor focused on supporting financial advisors and their teams. The firm combines retirement planning, financial planning, and asset management with streamlined back-office support, including compliance and payroll, to help advisors scale their practices. Offers tailored retirement plans and custom technology packages to improve advisor efficiency and client service.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 16, 2026, reported AUM increased 83.1%, from $723.0M to $1.3B.
Across 4 reported observations, AUM increased 373.0% between November 28, 2023 and July 16, 2026, from $279.9M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 24 advisory representatives and 1,251 clients, or 52.1 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 8 reported office locations and 3 years in operation. The source data was last updated on July 16, 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
- Services
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The full Second Line Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
John Bordelon
Chief Executive Officer, President
- CRD
- #6915912
- Ownership
- 10% but less than 25%
P DAVID SOLIMAN
Chairman, Chief Compliance Officer, President
- CRD
- #4607111
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DANIEL M ABRAHAM JR
--
- CRD
- #4945227
Justin Blake Archote
--
- CRD
- #7168669
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,324,089,165 | $1,104,328 |
| Non-Discretionary | $0 | -- |
| Total | $1,324,089,165 | $1,104,328 |
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Separately Managed Accounts
SMA allocation detail is available
Second Line Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Second Line Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.