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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

STRAIGHTLINE

STRAIGHTLINE GROUP, LLC, CRD 127401

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7e5728d9-3f11-6012-43fa-e5c44194314f

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 4
On other graphs: 0
Observed: Apr 3, 2012 to Jul 10, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 4,752
Individual clients: 2,093
High net worth clients: 265
Custody, client assets: $691M
SEC number: 801-63408
CRD: 127401
Filings on the tape: 38
First filed: Apr 3, 2012
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON CHARLES FISHER	n/a	TROY, MI \| Findlay, OH	20	22	n/a	no
MICHAEL FRED BISARO	n/a	TROY, MI	19	24	2	no
DORIS CATHERINE KARRAS	n/a	TROY, MI	16	29	n/a	no
MICHAEL ALLAN RICE	n/a	TROY, MI	11	12	n/a	no
Dennis Robert Raffin	n/a	TROY, MI	3	18	n/a	no
ROBERT THOMAS RICKEY	Certified Financial Planner	TROY, MI \| Massapequa Park, NY	3	34	n/a	no
Kyle Steven Zammit	n/a	TROY, MI	3	13	n/a	no
ZACHARY D RIVARD	Certified Financial Planner	East Lansing, MI \| TROY, MI	1	10	2	no
BETHANY WINTERBOTTOM MOSSHART	n/a	TROY, MI	1	22	n/a	no
GAURAV SONNY MEHRA	n/a	TROY, MI	1	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BISARO, MICHAEL, FRED	PRESIDENT AND CEO	E	yes	02/2020	Mar 30, 2020	Nov 22, 2024
MOSSHART, BETHANY, WINTERBOTTOM	CHIEF OPERATING OFFICER/DIRECTOR OF ADMINISTRATION	Na	yes	02/2020	Apr 3, 2012	Nov 22, 2024
PETTIT, KENTON, KELLER	CHIEF COMPLIANCE OFFICER	Na	no	06/2024	Aug 22, 2024	Nov 22, 2024
RICKEY, ROBERT, THOMAS	CHIEF GROWTH OFFICER	Na	no	07/2023	Mar 29, 2024	Nov 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
EAST LANSING	Mi	United States	6	no
Findlay	Oh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$1.2B	$1.1B	11	10	3	n/a	n/a
2024	Mar 31, 2025	$1.1B	$1.1B	10	10	3	n/a	n/a
2023	Mar 29, 2024	$1.1B	$1.1B	10	10	2	n/a	n/a
2022	Mar 31, 2023	$1.0B	$954M	8	8	2	n/a	n/a
2021	Mar 30, 2022	$1.2B	$1.1B	12	7	2	n/a	n/a
2020	Mar 30, 2021	$1.1B	$1.0B	12	7	2	n/a	n/a
2019	Mar 30, 2020	$987M	$932M	12	7	2	n/a	n/a
2018	Mar 29, 2019	$922M	$854M	12	7	2	n/a	n/a
2017	Mar 29, 2018	$955M	$913M	12	8	3	n/a	n/a
2016	Mar 30, 2017	$846M	$806M	14	8	n/a	n/a	n/a
2015	Mar 30, 2016	$819M	$780M	15	9	n/a	n/a	n/a
2014	Mar 31, 2015	$792M	$754M	15	10	n/a	n/a	n/a
2013	Mar 31, 2014	$731M	$692M	13	9	n/a	n/a	n/a
2012	Mar 27, 2013	$578M	$533M	13	9	n/a	n/a	n/a
2011	Apr 3, 2012	$514M	$463M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	5.8%	$1.0B	5.3%	11	10	3	3

Relationships

Registered with (14)

← GAURAV SONNY MEHRAAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← BETHANY WINTERBOTTOM MOSSHARTAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ZACHARY D RIVARDAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← Kyle Steven ZammitAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← ROBERT THOMAS RICKEYAdvisorregistration: current employment
Jul 14, 2023 to presentfactForm ADV
← Dennis Robert RaffinAdvisorregistration: current employment
Jun 26, 2023 to presentfactForm ADV
← MICHAEL ALLAN RICEAdvisorregistration: current employment
Feb 3, 2015 to presentfactForm ADV
← DORIS CATHERINE KARRASAdvisorregistration: current employment
Jun 5, 2010 to presentfactForm ADV
← MICHAEL FRED BISAROAdvisorregistration: previous registration
Nov 8, 2004 to Jun 27, 2006factForm ADV
← JASON CHARLES FISHERAdvisorregistration: current employment
Dec 21, 2005 to presentfactForm ADV
← STEVEN FISHER MOSSHARTAdvisorregistration: previous registration
Dec 3, 2010 to May 10, 2024factForm ADV
← Evan R. SassackAdvisorregistration: previous registration
Jan 22, 2015 to Jul 14, 2022factForm ADV
← Giancarlo DorazioAdvisorregistration: previous registration
Oct 10, 2012 to May 27, 2014factForm ADV
← TODD A BERTSCHAdvisorregistration: previous registration
Feb 17, 2004 to Aug 12, 2004factForm ADV

Affiliated with (1)

← STRAIGHTLINE CONSULTINGRegistered adviserother investment adviser, common control
factForm ADV

Owns (2)

← PETTIT, KENTON, KELLEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 22, 2024 to Nov 22, 2024factForm ADV
← RICKEY, ROBERT, THOMASOwnerCHIEF GROWTH OFFICER, ownership code NA, individual
Mar 29, 2024 to Nov 22, 2024factForm ADV

Controls (2)

← BISARO, MICHAEL, FREDOwnerPRESIDENT AND CEO, ownership code E, individual
Mar 30, 2020 to Nov 22, 2024factForm ADV
← MOSSHART, BETHANY, WINTERBOTTOMOwnerCHIEF OPERATING OFFICER/DIRECTOR OF ADMINISTRATION, ownership code NA, individual
Apr 3, 2012 to Nov 22, 2024factForm ADV

Dated events

Occurred
Aug 22, 2024
Control person left
Catherine Doris Karras (Chief Compliance Officer) no longer on Schedule A of Straightline (listed 2024-05-10, absent 2024-08-22)
Form ADVobserved 4 days ago
Occurred
May 10, 2024
Advisor changed firm
Steven Fisher Mosshart left Straightline for Raymond John Management Llc (registered 2024-10-30)
Form ADVobserved 4 days ago
Occurred
Jul 14, 2022
Advisor changed firm
Evan R. Sassack left Straightline for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2016-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Control person joined
Fred Michael Bisaro (President And Ceo) appeared on Schedule A of Straightline
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e5728d9-3f11-6012-43fa-e5c44194314f
First observed: Apr 3, 2012
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRAIGHTLINE

STRAIGHTLINE GROUP, LLC, CRD 127401

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7e5728d9-3f11-6012-43fa-e5c44194314f

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON CHARLES FISHER

n/a

TROY, MI | Findlay, OH

n/a

MICHAEL FRED BISARO

n/a

TROY, MI

DORIS CATHERINE KARRAS

n/a

TROY, MI

n/a

MICHAEL ALLAN RICE

n/a

TROY, MI

n/a

Dennis Robert Raffin

n/a

TROY, MI

n/a

ROBERT THOMAS RICKEY

Certified Financial Planner

TROY, MI | Massapequa Park, NY

n/a

Kyle Steven Zammit

n/a

TROY, MI

n/a

ZACHARY D RIVARD

Certified Financial Planner

East Lansing, MI | TROY, MI

BETHANY WINTERBOTTOM MOSSHART

n/a

TROY, MI

n/a

GAURAV SONNY MEHRA

n/a

TROY, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISARO, MICHAEL, FRED

PRESIDENT AND CEO

yes

02/2020

Mar 30, 2020

Nov 22, 2024

MOSSHART, BETHANY, WINTERBOTTOM

CHIEF OPERATING OFFICER/DIRECTOR OF ADMINISTRATION

yes

02/2020

Apr 3, 2012

Nov 22, 2024

PETTIT, KENTON, KELLER

CHIEF COMPLIANCE OFFICER

06/2024

Aug 22, 2024

Nov 22, 2024

RICKEY, ROBERT, THOMAS

CHIEF GROWTH OFFICER

07/2023

Mar 29, 2024

Nov 22, 2024

City

State

Country

Employees

Also broker-dealer

EAST LANSING

United States

Findlay

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$1.2B

$1.1B

n/a

2024

Mar 31, 2025

$1.1B

n/a

2023

Mar 29, 2024

$1.1B

n/a

2022

Mar 31, 2023

$1.0B

$954M

n/a

2021

Mar 30, 2022

$1.2B

$1.1B

n/a

2020

Mar 30, 2021

$1.1B

$1.0B

n/a

2019

Mar 30, 2020

$987M

$932M

n/a

2018

Mar 29, 2019

$922M

$854M

n/a

2017

Mar 29, 2018

$955M

$913M

n/a

2016

Mar 30, 2017

$846M

$806M

n/a

2015

Mar 30, 2016

$819M

$780M

n/a

2014

Mar 31, 2015

$792M

$754M

n/a

2013

Mar 31, 2014

$731M

$692M

n/a

2012

Mar 27, 2013

$578M

$533M

n/a

2011

Apr 3, 2012

$514M

$463M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

5.8%

$1.0B

5.3%