William Baruch
Blue Line Capital · Chicago, Illinois
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.
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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 |
| SEC registration | Investment adviser representative in CA, FL, IL, MI, NC, NJ, NY, SD, TX · CRD 5096897 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bluelinecapitalwealth.com |
How William'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 William
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.
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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