Eric
Ruthman
Phase Line Capital, LLC
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About this Advisor
Eric Ruthman is a financial advisor working in Atlanta, Georgia, with 2 years of industry experience. Ruthman is on the advisory team at Phase Line Capital, LLC. During their career, Ruthman has held roles at Edward Jones, Department Of Defense, Department Of Defense (Army), Lpl Financial LLC, Phase Line Capital, LLC and Purshe Kaplan Sterling Investments. Ruthman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Phase Line Capital, LLC is a registered investment company based in Atlanta, GA. It has $138 million in total assets among its 320 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 320 accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. Phase Line Capital, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually vary depending on which services are provided. Fees billed by Phase Line Capital, LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Phase Line Capital, LLC Brokerage Details
$138,222,303
5
320
$431,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Ruthman Work History
Eric has been registered as a financial advisor for 2 years.*
Phase Line Capital, LLC
Purshe Kaplan Sterling Investments
Phase Line Capital, LLC
Lpl Financial LLC
Edward Jones
Department Of Defense
Department Of Defense (Army)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Ruthman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Phase Line Capital, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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