# William Baruch

> William Baruch is a fee-only financial advisor at Blue Line Capital in Chicago, Illinois. Blue Line Capital reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Blue Line Capital
- **Based in:** Chicago, Illinois
- **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:** 5096897 (https://adviserinfo.sec.gov/individual/summary/5096897)
- **SEC registration:** Investment adviser representative in CA, FL, IL, MI, NC, NJ, NY, SD, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.bluelinecapitalwealth.com

## Frequently asked questions

### Is William Baruch a fee-only financial advisor?

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

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

### Where is William Baruch based?

William Baruch is based in Chicago, Illinois.

### Is William Baruch registered with the SEC?

Yes. William Baruch is registered as an investment adviser representative in CA, FL, IL, MI, NC, NJ, NY, SD and TX (CRD 5096897), 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 William Baruch?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5096897): 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

---

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