Hartline Investment Corp.
● SEC registered since 1990CRD 106923SEC# 801-36627Winnetka, IL
Reg. AUM
$935.5M
Employees
6
Accounts
455
Location
Winnetka, IL
Hartline Investment Corp. assets under management
Hartline Investment Corp. is a registered investment adviser overseen by the SEC based in Winnetka, IL. The firm has been registered since 1990. It reports $935.5 million in regulatory assets under management and employs 6 people.
Hartline Investment Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Hart Control | President And Ceo | Over 75% | 2021 |
| Kathryn Dunn Carroll | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Hartline Investment Corp. manage?
Hartline Investment Corp. reports $935.5 million in regulatory assets under management on its Form ADV.
How many employees does Hartline Investment Corp. have?
Hartline Investment Corp. reports 6 employees.
Where is Hartline Investment Corp. located?
Hartline Investment Corp. is based in Winnetka, IL and has been SEC-registered since 1990.
Does Hartline Investment Corp. disclose fund performance?
Hartline Investment Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 460 Winnetka Avenue, Suite 5, Winnetka, IL 60093 |
| Phone | 312-726-5703 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 945625 |
| Discloses disciplinary history | No |
Regulatory AUM
$935.5M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$935.5Mregulatory AUM
Discretionary $669.3MNon-discretionary $266.1M