What Blue Line Capital does

Blue Line Capital is a Chicago-based boutique investment advisory firm (Blue Line Capital, LLC) founded in 2019 by Bill Baruch. It operates as a professional investment advisor offering tailored portfolio solutions to individuals, families, high-net-worth and ultra-high-net-worth clients, and family offices. The firm is structured as a private limited liability company with a small team of approximately five employees.

The firm's core offering comprises five risk-tiered portfolio models — Capital Preservation, Conservative, Moderate, Aggressive, and Concentrated Alpha — built around discretionary thematic stock picking, options structures, and dynamic hedging strategies, with a particular emphasis on commodities and macro positioning. Account-type coverage has been broadened to include taxable, IRA, Roth IRA, 529 College Savings, UGMA/UTMA, Trust, Estate, and Joint accounts, enabling a single advisory relationship to span retirement, education, and estate planning needs.

Name

Blue Line Capital

Legal name

Blue Line Capital, LLC

Website

https://bluelinecapitalwealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Blue Line Capital is a Chicago-based boutique investment advisory firm founded in 2019, offering five risk-tiered portfolio models with options and hedging overlays to individuals, families, HNW/UHNW clients, and family offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Blue Line Capital operates as a professional investment advisor providing tailored portfolio solutions and dynamic hedging strategies. Revenue is generated through investment advisory fees for managing client portfolios, with services ranging from ultra-conservative retirement accounts to concentrated equity sleeves.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Blue Line Capital is a professional investment advisory firm that develops tailored portfolio solutions and dynamic hedging strategies for individuals and families. The firm manages actively managed portfolios ranging from ultra-conservative retirement accounts to concentrated equity sleeves, layering downside protection through option structures while seeking to capture upside. Core offerings include five portfolio models (Capital Preservation, Conservative, Moderate, Aggressive, Concentrated Alpha) across retail account types such as Traditional IRA, Roth IRA, 529, UGMA/UTMA, and Individual, Joint, Custodial, Trust, and Estate accounts.

Product overview

Blue Line Capital is a professional investment advisory firm offering a unified wealth management platform centered around five actively managed portfolio models: Capital Preservation, Conservative, Moderate, Aggressive, and Concentrated Alpha. These portfolio offerings range from ultra-conservative to aggressive and concentrated, with the Concentrated Alpha strategy seeking to outperform using no more than 10 names with up to 50% cash positioning. The firm complements its core portfolio management with retirement account services (Traditional IRA, Roth IRA), educational savings vehicles (529 plans, UGMA/UTMA custodial accounts), and various account types (Individual, Joint, Custodial, Trust, Estate). Additionally, the firm's Managing Partner, Phillip Streible, hosts 'The Metals Minute' daily YouTube series on Barchart. The company is headquartered in Chicago with operations dating back to 2007 through its predecessor entities.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Preservation Portfolio Blue Line Capital's most conservative portfolio offering, designed to capture yield for clients on a fixed budget or holding short-duration assets.
• Conservative Portfolio An all-weather institutional portfolio build that leans into diversification and capital preservation while seeking modest growth.
• Moderate Portfolio An active and thematic approach to stock picking while layering downside protection, extending beyond a vanilla 60/40 allocation.
• Aggressive Portfolio A portfolio model that leans heavily into active stock picking while navigating market environments and implementing downside protection.
• Concentrated Alpha Portfolio Seeks to outperform at the highest level using no more than 10 names with the ability to raise as much as 50% cash. Designed as a complement to well-diversified portfolios.
• Traditional IRA A retirement account allowing pre-tax or after-tax contributions with tax-deferred growth; distributions taxed as ordinary income upon withdrawal.
• Roth IRA An after-tax retirement account offering tax-free growth and withdrawals after age 59½ with five years of account opening.
• UGMA/UTMA Custodial Accounts Custodial investment accounts managed by an adult custodian for minors until they reach the age of majority.
• 529 College Savings Plan A state-sponsored investment account designed to save for education expenses with tax-free withdrawals for qualified education costs.
• Individual Brokerage Accounts Personalized brokerage accounts expertly overseen by Blue Line Capital for individual investors.
• Joint Accounts Accounts facilitating shared ownership between multiple individuals aligned toward common financial objectives.
• Trust Accounts Assets held in trust until needed for beneficiaries.
• Estate Accounts Accounts used by family members or beneficiaries to manage a deceased person's assets.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• Blue Creek Capital ManagementcoreOthers · 1 January 2020Founded in 2020 due to increased needs for diversification in managed futures. Another related entity under the Blue Line umbrella, providing managed futures strategies.
• Blue Line FuturescoreOthers · 1 January 2017Bill Baruch launched Blue Line Futures in 2017 with a mission to bring clients a high level of customer service, actionable insights, and trade management. This is a sister company under the same founder offering futures and commodities services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Aspiriant: Boutique, fee-only RIA focused on HNW and ultra-HNW households, family offices, and trusts, with offices in major US cities. Closely comparable in size, client segment, and tailored fiduciary model.
• Stratos Wealth Advisors: Boutique RIA platform serving HNW clients with personalized financial planning and investment management. Similar in scale, fee-only model, and emphasis on tailored portfolio solutions for HNW individuals and families.
• Ritholtz Wealth Management: Boutique RIA built around a strong media personality (Barry Ritholtz / Josh Brown) with a multi-platform content engine — Bloomberg, CNBC, and prolific social media presence — driving HNW client acquisition. Most directly comparable to Blue Line Capital on founder-led, media-driven growth model.
• Buckingham Strategic Wealth: Boutique RIA focused on evidence-based, fee-only financial planning and portfolio management for HNW clients. Comparable in size, fee-only model, and HNW/SMB client focus, though with a more academic/index-tilted investment style.
• Glenmede: Wealth management and investment firm focused on HNW families, foundations, and endowments, with a fiduciary-only model. Comparable on HNW/family-office client focus and bespoke portfolio solutions.
• The Bahnsen Group: Boutique RIA led by a high-profile media personality (David Bahnsen) with a strong podcast and CNBC presence serving HNW clients. One of the closest direct comparables to Blue Line Capital on founder-led media-driven HNW practice.

Broad incumbents

• Creative Planning: One of the largest US RIAs, providing fee-only wealth management, tax, and estate planning to HNW and ultra-HNW clients nationwide. Larger, more diversified incumbent competing for the same HNW relationships.
• Bessemer Trust: Major private wealth and investment management firm serving ultra-HNW families and foundations with comprehensive wealth advisory services. Larger, more diversified incumbent competing in the same HNW/family-office segment.
• Carson Group: Large, fast-growing RIA platform serving advisors and their clients with a wide range of wealth management, tax, and business-coaching services. A scaled incumbent in the same boutique-to-platform RIA category Blue Line Capital operates in.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management, tax, estate, and family office services to HNW clients and institutions. A scaled competitor in the same HNW advisory market, with a much broader service menu.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Blue_Line_Cap
• YouTubeyoutube.com/@BlueLineCapital
• Facebookfacebook.com/bluelinecapitalwealth
• LinkedInlinkedin.com/company/blue-line-capital-wealth
• Instagraminstagram.com/bluelinecapitalwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Line Capital