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- Custodian
- Charles Schwab & Company · LPL Financial · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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