JOHN LINE, CPA, INC.

JOHN LINE, CPA, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 311399). Regulatory assets under management: $79.0M.

Registration

• CRD: 311399
• Type: Registered investment adviser
• Location: 1700 PACIFIC AVENUE, DALLAS, TX, 75201
• Phone: 214-287-4266
• Latest filing: 2026-03-17
• Regulatory AUM: $79.0M
• Discretionary AUM: $79.0M
• Clients: 2
• Accounts: 200

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311399 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search