Matthew
St. Martin

Second Line Capital, LLC

CRD#7897767
Investment Advisor
in Metairie, LA

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About this Advisor

Matthew St. Martin is a financial advisor based in Metairie, Louisiana, working with Second Line Capital, LLC. Matthew has previously held positions at Louisiana State University, Pelican Ice & Storage Inc, Pj'S Coffee Of New Orleans, Brother Martin High School, and Faubourg Private Wealth. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Matthew is part of Second Line Capital, LLC, which operates out of Metairie, 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 65

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

2800 Veterans Memorial Blvd. Suite 220
Metairie, LA 70002

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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

Matthew St. Martin Work History

2024 - Present (0 year)

Faubourg Private Wealth

2019 - 2023 (4 years)

Louisiana State University

2019 - 2023 (4 years)

Pelican Ice & Storage Inc

2017 - 2019 (2 years)

Pj'S Coffee Of New Orleans

2014 - 2019 (5 years)

Brother Martin High School

Disclosures

Please visit the SEC profile of Matthew St. Martin 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

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