Jacob Shamblott
Blue Line Capital · Chicago, Illinois
Jacob Shamblott is a fee-only financial advisor at Blue Line Capital in Chicago, Illinois, who holds the CFP credential. Blue Line Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Blue Line Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $131.9M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, IL, MI, NC, NJ, NY, SD, TX · CRD 6783412 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bluelinecapitalwealth.com |
| Profile |
How Jacob's firm compares
- Blue Line Capital's average account is about $379,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Jacob
Is Jacob Shamblott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Blue Line Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Blue Line Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Shamblott based?
Jacob Shamblott is based in Chicago, Illinois.
What credentials does Jacob Shamblott hold?
Jacob Shamblott holds the CFP credential.
Is Jacob Shamblott registered with the SEC?
Yes. Jacob Shamblott is registered as an investment adviser representative in CA, FL, IL, MI, NC, NJ, NY, SD and TX (CRD 6783412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Line Capital manage?
Blue Line Capital reports $131.9M across 348 accounts in assets under management.
How do I contact Jacob Shamblott?
Through Jacob's website, www.bluelinecapitalwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Line Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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