Brentson
Bowlin

Second Line Capital, LLC

CRD#5125104
Investment Advisor
in Folsom, LA

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About this Advisor

Brentson Bowlin is a financial advisor based in Folsom, Louisiana, working with Second Line Capital, LLC. Brentson has previously held positions at J.P. Morgan Securities LLC, Lpl Financial, LLC, Level Four Advisory Services, Advisor Resource Council (Formerly: 360 Wealth Management, LLC), and Second Line Capital, LLC. Brentson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana. Currently, Brentson is part of Second Line Capital, LLC, which operates out of Folsom, Louisiana. The firm has 3 offices and 17 employees. The firm manages assets totaling $402.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Second Line Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Folsom, LA

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Second Line Capital, LLC Brokerage Details

Total Assets Under Management

$402,132,214

LA Average: $486,181,852
Total Number of Employees

17

LA Average: 13
Total Number of Accounts

1,911

LA Average: 722
Average Account Size

$210,430

LA Average: $673,382

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

Brentson Bowlin Work History

2023 - Present (1 year)

Second Line Capital, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2018 - 2023 (5 years)

Advisor Resource Council (Formerly: 360 Wealth Management, LLC)

2017 - 2018 (1 year)

Level Four Advisory Services

2012 - 2017 (5 years)

J.P. Morgan Securities LLC

Disclosures

Please visit the SEC profile of Brentson Bowlin 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 Second Line Capital, LLC

Matthew St. Martin
Metairie, LA
Andrea Romero
Metairie, LA
Paige St. Martin
Metairie, LA
Justin Ranger
Metairie, LA
Justin Archote
Metairie, LA
Jason Duplantis
Metairie, LA
Robert Brown
Gretna, LA
Stephen Browne
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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