Centerline Wealth Advisors, LLC
Centerline Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Louisville, Kentucky. Founded in 2011, the firm manages assets for individual investors, particularly high net-worth individuals, as well as a limited number of pension and profit-sharing plans and business entities. With a small team of around 7 employees, Centerline Wealth Advisors specializes in delivering personalized, fiduciary investment management and financial planning services, and is noted for its compliance with industry standards and professional financial designations.
Investment Strategy
Centerline Wealth Advisors, LLC provides personalized, goals-based investment management and financial planning services. Their approach emphasizes fiduciary responsibility, comprehensive financial analysis, and asset allocation tailored to each client's objectives and risk tolerance. The firm principally serves individual and high net-worth clients, with comprehensive retirement planning, estate planning, and investment advisory services, aiming to align portfolios with long-term financial goals while managing risk and maintaining regulatory compliance.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BINC | BLACKROCK ETF TRUST II | 10.11% | $23.2M | 436,148 | $52.23 | $53.24 | +$1.7M |
F FBCG | FIDELITY COVINGTON TRUST | 9.61% | $22.1M | 411,352 | $46.58 | $53.66 | -$102.3K |
F FBND | FIDELITY MERRIMACK STR TR | 9.38% | $21.6M | 466,111 | $45.13 | $46.24 | +$1.8M |
V VO | VANGUARD INDEX FDS | 5.18% | $11.9M | 40,528 | $264.13 | $293.74 | +$464.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 4.79% | $11.0M | 183,484 | $47.88 | $59.92 | +$529.2K |