DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blueline Advisors
Legal name Blueline Advisors LLC
Latest filing Mar 11, 2026
First filing on the tape Apr 6, 2015 · 23 filings
SEC status approved since Apr 20, 2015
RAUM
$247M
reported, Item 5.F
Discretionary
56%
of RAUM
Private clients
76%
$188M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$61.8M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$247M as of Mar 11, 2026
Mar 30, 2016$127M then
HNW client RAUM$161M as of Mar 11, 2026
Mar 29, 2018$149M then
State-registered IARs (5.B.3)3 as of Mar 11, 2026
Mar 30, 20162 then
Employees (5.A)3 as of Mar 11, 2026
Mar 30, 20162 then
Private funds: no history
RAUM +17% over the last fiscal year+13% a year over threeIARs 3 to 3offices 0 to 2
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $61.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $484,780derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 56%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$161M65%
- Other investment advisers$56.9M23%
- Individuals$27.5M11%
- Charitable organizations$1.9M0.8%
- Individual clients
- 96reported
- HNW clients
- 52reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 510reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.76 fund_share=0.23 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Frank Charles SabinChartered Financial Analyst | Exeter, Nh | Jan 3, 2023 | 25 y | 4 |
| Leonard Paul Turcotte | Barrington, Nh | Jan 3, 2023 | 41 y | 1 |
| Eric Robert Giacobba | Exeter, Nh | Jan 3, 2023 | 17 y | 2 |
| Paula M ParrishCertified Financial Planner | Exeter, Nh | Aug 7, 2026 | 34 y | 9 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Paula M Parrish from Ally Invest AdvisorsAug 7, 2026 · RIA to RIA
- Eric Robert Giacobba from Gia Investment Advisors LLCMar 16, 2022 · Other
- Frank Charles Sabin from Weyland Capital Management LLCJul 20, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Frank Sabin · Managing Member/Chief Compliance Officercontrolsince 06/2012 · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Exeter, Nh · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 464 to 510Oct 8, 2025 to Mar 11, 2026
- HNW clients · 50 to 52Oct 8, 2025 to Mar 11, 2026
- Individual clients · 82 to 96Oct 8, 2025 to Mar 11, 2026
- Other offices · 1 to 2Oct 8, 2025 to Mar 11, 2026
- Discretionary RAUM · $114M to $139MOct 8, 2025 to Mar 11, 2026
- HNW RAUM · $134M to $161MOct 8, 2025 to Mar 11, 2026
- Individual RAUM · $23.8M to $27.5MOct 8, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $97.4M to $108MOct 8, 2025 to Mar 11, 2026
- RAUM · $211M to $247MOct 8, 2025 to Mar 11, 2026
- Other offices · 0 to 1Mar 25, 2025 to Oct 8, 2025
- Accounts · 466 to 464Mar 25, 2024 to Mar 25, 2025
- Advisory employees · 4 to 3Mar 25, 2024 to Mar 25, 2025
- Individual clients · 87 to 82Mar 25, 2024 to Mar 25, 2025
- Employees · 4 to 3Mar 25, 2024 to Mar 25, 2025
- Financial planning clients · 26-50 to 26-50Mar 25, 2024 to Mar 25, 2025
- State-registered IARs · 4 to 3Mar 25, 2024 to Mar 25, 2025
- Discretionary RAUM · $95.4M to $114MMar 25, 2024 to Mar 25, 2025
- HNW RAUM · $117M to $134MMar 25, 2024 to Mar 25, 2025
- Individual RAUM · $19.3M to $23.8MMar 25, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $88.7M to $97.4MMar 25, 2024 to Mar 25, 2025
- RAUM · $184M to $211MMar 25, 2024 to Mar 25, 2025
- Accounts · 474 to 466Mar 20, 2023 to Mar 25, 2024
- HNW clients · 49 to 50Mar 20, 2023 to Mar 25, 2024
- Individual clients · 86 to 87Mar 20, 2023 to Mar 25, 2024
- Discretionary RAUM · $88.5M to $95.4MMar 20, 2023 to Mar 25, 2024
- HNW RAUM · $111M to $117MMar 20, 2023 to Mar 25, 2024
- Individual RAUM · $17.0M to $19.3MMar 20, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $81.3M to $88.7MMar 20, 2023 to Mar 25, 2024
- RAUM · $170M to $184MMar 20, 2023 to Mar 25, 2024
- Accounts · 448 to 474Jan 3, 2023 to Mar 20, 2023
- HNW clients · 33 to 49Jan 3, 2023 to Mar 20, 2023
- Individual clients · 40 to 86Jan 3, 2023 to Mar 20, 2023
- Discretionary RAUM · $110M to $88.5MJan 3, 2023 to Mar 20, 2023
- HNW RAUM · $118M to $111MJan 3, 2023 to Mar 20, 2023
- Individual RAUM · $12.4M to $17.0MJan 3, 2023 to Mar 20, 2023
- Non-discretionary RAUM · $82.6M to $81.3MJan 3, 2023 to Mar 20, 2023
- RAUM · $192M to $170MJan 3, 2023 to Mar 20, 2023
- Accounts · 307 to 448Jun 30, 2021 to Mar 16, 2022
- Advisory employees · 2 to 4Jun 30, 2021 to Mar 16, 2022
- HNW clients · 39 to 33Jun 30, 2021 to Mar 16, 2022
Signals
3 dated events
- Vincent Jennifer Young (Chief Compliance Officer) no longer on Schedule A of Blueline Advisors (listed 2021-03-29, absent 2021-04-22)Apr 22, 2021 · Control person left · inference
- Vincent Jennifer Young (Chief Compliance Officer) appeared on Schedule A of Blueline AdvisorsMar 29, 2021 · Control person joined · fact
- Blueline Advisors filed its initial SEC registration (Form ADV)Apr 6, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- BLUELINE-ADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 603-418-0940reportedpublic record, Form ADV, Mar 11, 2026
- Team page
- BLUELINE-ADVISORS.COM/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $61.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026