Blueline Advisors Llc
- Regulatory AUM
- $247M
- Discretionary
- $139M
- Clients
- 148
- Avg AUM / client
- $1.7M
- Accounts
- 510
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $27.5M | 11.1% |
| High net worth individuals | 52 | $161M | 65.1% |
| Charitable organizations | Fewer than 5 clients | $1.9M | 0.78% |
| Other investment advisers | Fewer than 5 clients | $56.9M | 23.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Charles Sabin | Managing Member/Chief Compliance Officer | CFA | Jun 2012 (14y) | 75% or more |
| Eric Robert Giacobba | Registered representative | Jan 2023 (4y) | ||
| Leonard Paul Turcotte | Registered representative | Jan 2023 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $143M (58% of AUM) Mar 2026
- BNY Mellon $66.6M (30% of AUM) Jun 2021
- LPL Financial $50.4M (20% of AUM) Mar 2026
- Wells Fargo $28.7M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗