Gainline Financial Partners, Llc
- Regulatory AUM
- $349M
- Discretionary
- $329M
- Clients
- 998
- Avg AUM / client
- $349K
- Accounts
- 1,001
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 417 | $50.2M | 14.4% |
| High net worth individuals | 581 | $294M | 84.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.4M | 0.68% |
| Corporations and other businesses | Fewer than 5 clients | $1.9M | 0.53% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Claude Henry Barkmeier | Founder/Managing Director | CFP | Apr 2023 (3y) | 50% – 75% |
| Paul B Rohr | Founder/Managing Director | Apr 2023 (3y) | 50% – 75% | |
| Eldridge, Michelle, Lea | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Sonya Gillis | Registered representative | Jun 2023 (3y) | ||
| Casey Lee Wesson | Registered representative | Sep 2024 (2y) | ||
| Summer Vaughan | Registered representative | CFP Chartered Financial Consultant | Dec 2024 (2y) | |
| Nadia Crainich | Registered representative | Aug 2025 (1y) |
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) | 06/17/2026 | 910 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $346M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗