Phillip Streible
Blue Line Capital · Miramar Beach, Florida
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.
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Facts
| Firm | Blue Line Capital |
|---|---|
| Based in | Miramar Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $131.9M across 348 accounts |
| SEC registration | Investment adviser representative in CA, FL, NC, NJ, NY · CRD 4546669 |
| Exams passed | Series 65 (2022) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bluelinecapitalwealth.com |
| Profile |
How Phillip'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 Phillip
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.
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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