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LAYLINE ADVISORS

ROCHESTER, NY · CRD 285136 · IAPD ↗ · laylineadvisors.com · (585)210-8222

$131.3MRegulatory AUM
3Advisory reps
4Employees
8Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — LAYLINE ADVISORS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2025 — LAYLINE ADVISORS reported RAUM up 36% ($78.2M -> $106.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — LAYLINE ADVISORS reported RAUM up 26% ($62.0M -> $78.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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