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HARTLINE INVESTMENT CORPORATION

WINNETKA, IL · CRD 106923 · IAPD ↗ · hartlineinv.com · 312-726-5703

$935.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — HARTLINE INVESTMENT CORPORATION notice-filed in CA, FL, GA, IL, IN, MI, NC, NH, NY, PA, TX, WA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — HARTLINE INVESTMENT CORPORATION reported RAUM up 29% ($659.3M -> $851.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — HARTLINE INVESTMENT CORPORATION notice-filed in GA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — HARTLINE INVESTMENT CORPORATION crossed $500M in regulatory AUM ($497.2M -> $659.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.