CLINE FINANCIAL CONCEPTS, LLC

CLINE FINANCIAL CONCEPTS, LLC of CHAMPAIGN, IL is an SEC-registered investment adviser (CRD 135679). Regulatory assets under management: $86.8M.

Registration

• CRD: 135679
• Type: Registered investment adviser
• Location: 1800 S. OAK STREET, CHAMPAIGN, IL, 61820
• Phone: (217) 607-0251
• Latest filing: 2026-02-17
• Regulatory AUM: $86.8M
• Discretionary AUM: $82.1M
• Non-discretionary AUM: $4.7M
• Clients: 1
• Accounts: 258

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135679 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search