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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2004
- Office Locations
- 4
Office Locations
About Straightline
StraightLine Group, LLC is an SEC-registered RIA serving individuals and families as well as employer plan clients with an education-first “Educate–Plan–Invest” process. The team sets goals, builds financial plans, and manages portfolios using institutional research, often implemented with ETFs, mutual funds, and fixed income. Works across major custodians including Schwab and Fidelity/NFS. Led by CEO Mike Bisaro, AIF®.
Team overview
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Owner & Executives
MICHAEL FRED BISARO
Chief Executive Officer, President
- CRD
- #4503168
- Ownership
- 75% or more
Musa Bin Hasan Abdul-Basser
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JASON CHARLES FISHER
Vice President
- CRD
- #4901767
DORIS CATHERINE KARRAS
Chief Compliance Officer
- CRD
- #2865041
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,134,080,989 | $263,495 |
| Non-Discretionary | $36,296,169 | $81,018 |
| Total | $1,170,377,158 | $246,291 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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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