# Phillip Streible

> Phillip Streible is a fee-only financial advisor at Blue Line Capital in Miramar Beach, Florida. Blue Line Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/phillip-streible/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Line Capital
- **Based in:** Miramar Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $131.9M across 348 accounts
- **CRD:** 4546669 (https://adviserinfo.sec.gov/individual/summary/4546669)
- **SEC registration:** Investment adviser representative in CA, FL, NC, NJ, NY
- **Exams passed:** Series 65 (2022), Series 66 (2002)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.bluelinecapitalwealth.com

## Frequently asked questions

### Is Phillip Streible a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip 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 Phillip charge for financial advice?

Phillip's firm, Blue Line Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Phillip Streible based?

Phillip Streible is based in Miramar Beach, Florida.

### Is Phillip Streible registered with the SEC?

Yes. Phillip Streible is registered as an investment adviser representative in CA, FL, NC, NJ and NY (CRD 4546669), 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 Phillip Streible?

Through Phillip's website, www.bluelinecapitalwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4546669): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bluelinecapitalwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
